Licensed Financial Services Representative
About The Position
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities. We are seeking talented Licensed Financial Services Representatives to join our team in the Consumer Markets Division in our Omaha, NE office. At Pacific Life, Licensed Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it matters most. Financial Services Representatives are central to our Consumer Markets Division. Every call is a chance to represent Pacific Life and help customers move forward with confidence. This is a high-volume phone role, handling approximately 40–60 inbound calls per day from policyholders, contract owners, and financial professionals. This role requires FINRA SIE and Series 6/7 licenses. Many employees begin their careers in this role and grow into advanced service, operations, or leadership positions across the organization.
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
Nice To Haves
- Bachelor’s degree or equivalent experience
- Experience in financial services or insurance
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
Benefits
- Medical
- Dental
- Vision
- Wellbeing Reimbursement Account
- Paid Time Off
- Holiday Schedules
- Financial Planning Time Off
- Paid Parental Leave
- Adoption Assistance Program
- Competitive 401k savings plan with company match and an additional contribution regardless of participation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
