Inbound Financial Services Rep – Series 6/7, Hybrid

Pacific Life; Omaha (NE); Hybrid; USD 40,000 - 47,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Parental leave

401k with company match

Job summary

Pacific Life in Omaha, NE is seeking a Registered Financial Services Representative for a hybrid schedule (in office one day per week). You will handle 40–60 inbound calls daily from policyholders and financial professionals, guiding policy transactions and account activity with professionalism.

Requirements include FINRA SIE and Series 6/7 registrations, 1–2 years of customer-facing experience, and a Bachelor’s degree or equivalent.

Qualifications

• 1–2 years of customer-facing experience in call center, banking, retail, or hospitality.
• FINRA SIE and Series 6 or 7 registrations.
• Bachelor’s degree or equivalent experience.

Responsibilities

• Handle 40–60 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.

Skills

Customer-facing experience

Communication

Problem solving

Education

Bachelor’s degree or equivalent experience

Job description

Pacific Life in Omaha, NE is seeking a Registered Financial Services Representative for a hybrid schedule (in office one day per week). You will handle 40–60 inbound calls daily from policyholders and financial professionals, guiding policy transactions and account activity with professionalism.

Requirements include FINRA SIE and Series 6/7 registrations, 1–2 years of customer-facing experience, and a Bachelor’s degree or equivalent.