Financial Customer Service Representative

Pacific Life • Omaha, NE

17d • $26 - $28 • Hybrid

About The Position

Pacific Life is hiring Financial Customer Service Representatives in Omaha and will sponsor candidates through the process of obtaining their FINRA registrations (Securities Industry Essentials (SIE) and Series 6) within their first 8 weeks. This role involves paid training, dedicated study time, and full support. After the initial 8 weeks, employees transition to a hybrid schedule and a registered pay scale. Financial Customer Service Representatives act as a trusted guide for policyholders and contract owners during significant financial moments, providing accurate information and timely support. This is a high-volume phone role, handling approximately 40-60 inbound calls per day. Many employees start their careers here and grow into advanced roles within the organization. Future start classes are planned for early 2027.

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

Nice To Haves

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

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

Benefits

• Medical, Dental, Vision
• Wellbeing Reimbursement Account
• Generous paid time off options
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• Competitive 401k savings plan with company match
• Additional company contribution to 401k regardless of participation
• Annual bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree