Financial Customer Service Representative

Pacific Life • Omaha, NE

6d • $26 - $28 • Hybrid

About The Position

Pacific Life is hiring Financial Customer Service Representatives in Omaha who do not yet have their FINRA licenses, and will sponsor them through the entire process. The role involves earning Securities Industry Essentials (SIE) and Series 6 licenses within the first 8 weeks, with paid training, dedicated study time, and full support. After obtaining the licenses, employees transition to a hybrid schedule and a licensed 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 in this role and advance to other positions within the organization.

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 licenses (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
• Paid Time Off
• Holiday Schedules
• Financial Planning Time Off
• Paid Parental Leave
• Adoption Assistance Program
• 401k savings plan with company match and an additional contribution

What This Job Offers

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