Registered Financial Services Representative - Charlotte, NC

Charlotte - Ncmid

Finance & AccountingPersonal Banker

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Quick Summary

Key Responsibilities

Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview Compensation by Level: Specialist: Charlotte: $30 - $32 Sr.

Technical Tools

Finance & AccountingPersonal Banker

Already registered? Bring your Series 6 or 7 to a role where you can make a greater impact.

Pacific Life is hiring Registered Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward.

Registered candidates move to our hybrid schedule immediately - in office one day a week.

At Pacific Life, Registered 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.

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 or 7 registrations. Many of our current operations, team lead, and leadership roles are filled by people who started exactly here. We promote from within, and this role is one of the most common entry points into a long-term career at Pacific Life.

Responsibilities

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Handle 40–60 inbound calls daily from policyholders and financial professionals
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Provide guidance on policy transactions, account activity, and product details
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Research and resolve service requests with accuracy and professionalism
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Process requests and document interactions in internal systems
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Navigate multiple systems while assisting customers in real time
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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)
FINRA SIE and Series 6 or 7 registrations
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

What We Offer

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We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

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.

Location & Eligibility

Where is the job

Charlotte - Nc

On-site at the office

Who can apply

Same as job location

About this job

Pay per year: ≈ $62,400–$66,560 a year; 57% above the $40,997 median for Personal Banker jobs on Jobera (547 salaries).
Posted: 31 days ago
Employer: has 130 open jobs on Jobera.