Licensed Financial Services Representative - Charlotte, NC

About the role

Pacific Life is hiring Licensed Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward.

Responsibilities

• Handle 40–60 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)
• FINRA SIE and Series 6 or 7 licenses
• 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

Skills

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

Benefits

• Your benefits start day 1
• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation

Pay

Base Pay Range: Specialist: Charlotte: $30 - $32
Sr. Specialist: Charlotte: $33 - $35

Schedule

Candidates move to our hybrid schedule immediately - in office one day a week.