Financial Customer Service Representative

Pacific Life; Omaha (NE); Hybrid; USD 36,000 - 60,000; Full time

Benefits offered by this job

Paid training

FINRA sponsorship

Job summary

Pacific Life in Omaha is hiring Financial Customer Service Representatives to handle high-volume inbound calls from policyholders and financial professionals while training to obtain SIE and FINRA Series 6.

During the first 8 weeks, the onsite program is fully paid with dedicated study time and support. After designation, employees transition to a hybrid schedule with one in-office day per week, helping customers with policy transactions and product details.

Qualifications

• No FINRA registrations required at hire; sponsorship is provided for SIE and Series 6.
• Strong customer service skills and a professional demeanor.

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.

Job description

Job Description

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.

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 — 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.

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