Financial Customer Service Representative
External
Pacificlife · Omaha Ne-6750Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
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
- What Makes Someone Successful in This Role
- 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
- What You Bring
- 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
- What Makes you Stand Out
- Bachelor's degree or equivalent experience
- Experience in financial services or insurance
- FINRA licenses (SIE, Series 6, or Series 7)
- Our Recruiting Process
- Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview
Benefits
Additional Information
Job Description: Want to break into financial services? Pacific Life will pay you to get there. We're hiring Financial Customer Service Representatives in Omaha who don't yet have their FINRA licenses - and sponsoring them through the entire process. You'll earn your Securities Industry Essentials (SIE) and Series 6 within your first 8 weeks, with paid training, dedicated study time, and full support on our dime. After that, you move to our hybrid schedule and our licensed pay scale. If you're great with people, eager to build a career in financial services, and ready to join our September 1st cohort - we want to hear from you. Your first 8 weeks will be onsite and are a fully paid. It entails a self-paced online program, with opportunities to collaborate with your peers. You'll work towards earning SIE and FINRA Series 6 license with dedicated study time and structured support. After licensure, you transition to a hybrid schedule with just one in-office day per week. At Pacific Life, Financial Customer Service 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. This is a high-volume phone role, handling approximately 40-60 inbound calls per day from policyholders, contract owners, and financial professionals. Pacific Life provides paid training, dedicated study time, and support to earn required FINRA licenses - Securities Industry Essentials (SIE) plus Series 6 - within 8 weeks of hire. Many employees begin their careers in this role and grow into advanced service, operations, or leadership positions across the organization. Apply now to be considered for our September 1st hiring class - space is limited!
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at pacificlife? Share your experience