Hybrid Financial Services Scheduler | Calendar Pro

Pacific Asset Management, LLC; Omaha (NE); Hybrid; USD 33,000 - 40,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Parental leave

Adoption assistance

401k match

Job summary

Pacific Life Insurance Company is seeking an experienced Scheduler to provide administrative scheduling support for Field and Internal Wholesaler teams. This role emphasizes proactive outreach, accurate calendar management, responsive communication, and disciplined follow-through to allow sales teams to focus on advisor relationships.

This hybrid position is based in Omaha, NE, with four days in the office and one day remote per week.

Qualifications

• High school diploma or equivalent required; college degree or equivalent professional experience preferred.
• Prior scheduling/administrative support or service role experience preferred.
• Strong verbal and written communication skills with outbound calls and professional emails.
• Excellent calendar management and attention to detail.
• Professional phone presence and ability to build rapport with financial professionals.

Responsibilities

• Calendar and workflow management: keep calendars current, flag conflicts, and maintain visibility into appointments.
• Communication and professionalism: clear, warm, concise communication with advisors and internal teams.
• Accuracy and documentation: capture details in systems, update appointment status and notes.
• Prioritization and ownership: work from a daily plan and align with regional priorities.
• Problem solving: resolve routine scheduling conflicts and adapt to calendar changes.
• Confidentiality and compliance: handle information carefully in a regulated industry.

Skills

Scheduling

Admin support

Customer service

Sales support

Call center

Education

High school diploma

Tools

Outlook

Excel

Salesforce

Job description

Pacific Life Insurance Company is seeking an experienced Scheduler to provide administrative scheduling support for Field and Internal Wholesaler teams. This role emphasizes proactive outreach, accurate calendar management, responsive communication, and disciplined follow-through to allow sales teams to focus on advisor relationships.

This hybrid position is based in Omaha, NE, with four days in the office and one day remote per week.