Inbound Financial Services Specialist | Series 6/7

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

Benefits offered by this job

Health, dental, vision benefits

Paid time off

Parental leave

401(k) with company match

Adoption assistance

Job summary

Pacific Life is seeking Registered Financial Services Representatives in Omaha, NE to assist policyholders and financial professionals during meaningful life events. This is an inbound, hybrid role with in-office work one day a week, offering growth and internal advancement opportunities.

The role handles high-volume, 40–60 inbound calls daily, requiring FINRA SIE and Series 6/7 registrations. A structured environment and team-oriented culture help you develop a long-term career at Pacific Life.

Qualifications

• 1–2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
• FINRA SIE and Series 6 or 7 registrations
• Strong communication and problem-solving skills
• Comfort using multiple computer systems
• Ability to work in a structured, fast-paced environment

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

Clear communication

Problem solving

Adaptability

Multisystem navigation

Education

Bachelor’s degree or equivalent experience

FINRA SIE

Series 6/7 registrations

Tools

FINRA SIE

Series 6/7

Job description

Pacific Life is seeking Registered Financial Services Representatives in Omaha, NE to assist policyholders and financial professionals during meaningful life events. This is an inbound, hybrid role with in-office work one day a week, offering growth and internal advancement opportunities.

The role handles high-volume, 40–60 inbound calls daily, requiring FINRA SIE and Series 6/7 registrations. A structured environment and team-oriented culture help you develop a long-term career at Pacific Life.