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Jobs · Customer Service · Nebraska

Financial Customer Service Representative

Pacific Life · Omaha, NE · 2 wk ago
HybridCustomer Service$26–$28/hrFull-time

About the role

We're hiring Financial Customer Service Representatives in Omaha who don't yet have their FINRA licenses. We sponsor them through the entire process, paying for their Securities Industry Essentials (SIE) and Series 6 licenses within their first 8 weeks.

Responsibilities

  • 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

Requirements

  • 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

Qualifications

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

Skills

  • Great with people
  • Eager to build a career in financial services
  • Ready to join our September 1st cohort

Benefits

  • Paid training and dedicated study time to earn FINRA licenses
  • Hybrid schedule after licensure with just one in-office day per week
  • Compensation starting at $26 - $28 per hour plus an annual bonus
  • Additional incentive pay
  • Comprehensive benefits package including medical, dental, vision, and wellbeing reimbursement
  • Paid time off options including holiday schedules and financial planning time off
  • Paid parental leave and adoption assistance program
  • 401(k) savings plan with company match

Pay

Starting hourly rate will be based on your experience and location. Omaha, NE range is between $26 - $28 per hour plus an annual bonus. After earning your FINRA Series 6 license, you'll be automatically promoted and be considered for an increase in compensation to our licensed pay scale.

Schedule

First 8 weeks are fully paid and onsite, with a self-paced online program and opportunities to collaborate with peers. After licensure, you transition to a hybrid schedule with just one in-office day per week.

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