Sales Scheduler

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better.

Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

The Scheduler provides administrative scheduling support to assigned Field Wholesaler and Internal Wholesaler teams by helping secure, confirm, maintain, and update advisor appointments and wholesaler calendars. This role is focused on proactive outreach, accurate calendar management, responsive communication, and disciplined follow-through so sales teams can spend more time deepening advisor relationships and driving business priorities.

This position is located at our Omaha corporate office with 4 days in the office and 1 work from home day per week. This is a non-licensed administrative role. The Scheduler is not expected to hold FINRA securities licenses, complete product training required for Sales Associates, make product recommendations, or deliver sales presentations.

Success in the role requires strong organization, professionalism, attention to detail, comfort making outbound calls, and the ability to create a positive first impression with financial professionals and internal partners.

• Calendar and workflow management Keeps calendars current, flags conflicts early, follows through on changes, and maintains clear visibility into scheduled, pending, and follow-up appointments.
• Communication and professionalism Uses a clear, warm, concise communication style with advisors, assistants, Field Wholesalers, Internal Wholesalers, and internal partners.
• Accuracy and documentation Captures the right details in the right systems, including appointment status, contact information, next steps, and relevant notes.
• Prioritization and ownership Works from a daily plan, understands regional priorities, and takes accountability for consistent outreach and follow-through.
• Problem solving Resolves routine scheduling conflicts, adapts to calendar changes, and knows when to escape issues that need team or manager input.
• Confidentiality and compliance mindset Understands that the role supports a regulated industry and handles information carefully, consistently, and intellectually.

• High school diploma or equivalent required; college degree or equivalent professional experience preferred.
• Prior experience in scheduling, administrative support, customer service, sales support, call center, appointment setting, or a service-oriented role preferred.
• Strong verbal and written communication skills, including comfort making outbound phone calls and sending concise, professional emails.
• Strong organizational skills with the ability to manage multiple calendars, competing priorities, schedule changes, exit item.
• High attention to detail and accuracy when entering appointment details, advisor information, calendar updates, and activity notes.
• Professional phone presence and ability to build rapport with financial advisors, assistants, and internal partners.
• Ability to follow defined processes, scripts, compliance expectations, and escalation paths while exercising sound judgment in day-to-day scheduling decisions.
• Proficiency with Microsoft Outlook, Word, Excel, Teams, and the ability to learn Salesforce and other business tools.
• Ability to maintain…