Hybrid Sales Scheduler: Calendar & Admin Support

Pacific Life; Omaha (NE); Hybrid; USD 3,284,000 - 4,014,000; Full time

Benefits offered by this job

Medical, dental, vision

Wellbeing Reimbursement Account

Paid time off

Parental leave

401k with company match

Job summary

Pacific Life is seeking a Scheduler at our Omaha office to provide administrative scheduling support for Field and Internal Wholesaler teams. The role emphasizes proactive outreach, calendar management, and professional communication with financial professionals and internal partners.

The position is hybrid (4 days in office, 1 work-from-home day weekly) and non-licensed. Strong organization and attention to detail are essential for success in this role.

Qualifications

• High school diploma or equivalent required; college degree or equivalent professional experience preferred.
• Experience in scheduling, administrative support, customer service, sales support, call center, appointment setting, or a service-oriented role preferred.
• Strong verbal and written communication skills, including comfort making outbound phone calls and sending concise, professional emails.
• Strong organizational skills with ability to manage multiple calendars, competing priorities, schedule changes, follow-up items, and detailed records.
• High attention to detail and accuracy when entering appointment details, advisor information, calendar updates, and activity notes.
• Professional phone presence and ability to build rapport with financial advisors, assistants, and internal partners.
• Proficiency with Microsoft Outlook, Word, Excel, Teams, and the ability to learn Salesforce and other business tools.
• Ability to maintain confidentiality and handle advisor, client, employee, and business information appropriately.

Responsibilities

• Calendar and workflow management to keep calendars current and conflicts early flagged.
• Communication with advisors and internal partners in a clear, warm, concise style.
• Capture the right details in systems: appointment status, contact information, next steps, and notes.
• Work from a daily plan, align with regional priorities, and own follow-through.
• Resolve routine scheduling conflicts and adapt to calendar changes.
• Understand and uphold confidentiality in a regulated industry.

Skills

Communication

Phone outreach

Organization

Detail oriented

Confidentiality

Microsoft Office

Salesforce

Education

High school diploma

College degree preferred

Tools

Salesforce

CRM tools

Scheduling platforms

Outlook

Excel

Teams

Job description

Pacific Life is seeking a Scheduler at our Omaha office to provide administrative scheduling support for Field and Internal Wholesaler teams. The role emphasizes proactive outreach, calendar management, and professional communication with financial professionals and internal partners.

The position is hybrid (4 days in office, 1 work-from-home day weekly) and non-licensed. Strong organization and attention to detail are essential for success in this role.