Financial Customer Service Representative

Overview

Pacific Life is hiring Financial Customer Service Representatives in Omaha who do not yet hold FINRA licenses. We will sponsor the entire licensing process, helping you earn your Securities Industry Essentials (SIE) and Series 6 within the first eight weeks of hire. After licensing, you will transition to a hybrid schedule with one in‑office day per week and move to our licensed pay scale.

This is an excellent opportunity for people who enjoy helping others and want to build a career in financial services.

• Handle 50–60 inbound calls daily from policyholders and financial professionals.
• Provide guidance on policy transactions, account activity, and product details.
• Research and resolve service requests with accuracy and professionalism.
• Process requests and document interactions in internal systems.
• Navigate multiple systems while assisting customers in real time.
• Partner with internal teams to ensure timely resolution.

• Enjoy helping people and solving problems.
• Communicate clearly and professionally with customers.
• Are comfortable in a high‑volume call environment.
• Learn new concepts quickly and adapt to change.
• Stay organized while managing multiple tasks and systems.

• 1–2 years of customer‑facing experience (call center, banking, retail, hospitality, or similar).
• Strong communication and problem‑solving skills.
• Comfort using multiple computer systems.
• Ability to work in a structured, fast‑paced environment.

• Bachelor’s degree or equivalent experience.
• Experience in financial services or insurance.
• FINRA licenses (SIE, Series 6, or Series
  7).

Starting hourly rate is $26–$28 per hour, plus an annual bonus. After earning your FINRA Series 6 license, you will be automatically promoted and considered for an increase to our licensed pay scale. Most employees are also eligible for additional incentive pay.

• Medical, Dental, Vision, and Wellbeing Reimbursement Account.
• Generous paid time off, holiday schedules, and Financial Planning Time Off.
• Parental Leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company match and additional contribution regardless of participation.

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.