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Jobs · Customer Service · Nebraska

Licensed Financial Services Representative - Omaha, NE

Pacific Life · Omaha, NE · 3 wk ago
HybridCustomer Service$29–$31/hrFull-time

About the role

Pacific Life is hiring Licensed Financial Services Representatives in Omaha, NE and 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
Are comfortable in a high-volume call environment
Learn new concepts quickly and adapt to change
Stay organized while managing multiple tasks and systems

Benefits

  • Compensation by level
  • Medical, Dental, Vision, and Wellbeing Reimbursement Account
  • Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave and Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

Pay

Base Pay Range: By Level
Specialist: Omaha: $29 - $31 per hour/Charlotte: $30 - $32
Sr. Specialist: Omaha: $32-$34 per hour/ Charlotte: $33 - $35

Schedule

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

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