Financial Customer Service Representative

Want to break into financial services? Pacific Life will pay you to get there.

We're gearing up to hire Financial Customer Service Representatives in Omaha who don't yet have their FINRA registrations — 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 registered pay scale.

If you're great with people, eager to build a career in financial services, and interested in a career with Pacific Life - 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 registration with dedicated study time and structured support. After obtaining designated registrations, you transition to a hybrid schedule with just one in-office day per week.

• →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

• 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

• 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

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

• Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.