Pacificlife
Financial Customer Service Representative
Company
Role
Financial Customer Service Representative
Location
United States of America
Job type
Full time
Posted
1 hour ago
Salary
Job description
Job Description:
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 Customer Service Specialists to join our teams in the Consumer Markets Division in our Omaha, NE offices.
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.
Financial Services Representatives are central to our Consumer Markets business. 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. 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.
Upcoming start dates
- Unlicensed candidates: End of June or Early July
- Licensed candidates: End of August or Early September
Work Schedule
- Unlicensed candidates: first 8 weeks in office (Monday–Friday) during licensing training
- After licensing: hybrid schedule with one in-office day per week
- Licensed candidates: begin on the hybrid schedule immediately
Apply now to be considered for our upcoming start class!
What You’ll Do
- 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
You’ll do well here if you:
- 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
Required
- 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
Preferred
- Bachelor’s degree or equivalent experience
- Experience in financial services or insurance
- FINRA licenses (SIE, Series 6, or Series 7)
The recruiting process:
- All resumes will go through an initial review
- Candidates will be notified via email regarding next steps
- Selected applicants will be asked to partake in a recorded video-interview and game-based assessment via HireVue
Compensation:
Starting hourly rate will be based on your experience and location
Omaha, NE range is between $23 - $28 per hour plus an annual bonus.
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.
#LI-RB1
#LI-Hybrid
Base Pay Range:
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.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
You Can Be Who You Are
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
EEO Statement:
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.
