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Licensed Financial Services Representative

$29 - $31 per hour

Pacific Asset Management, LLC

Job Description Already licensed? Bring your Series 6 or 7 to a role where you can make a greater impact. Pacific Life is hiring Licensed Financial Services Representatives in Omaha, NE and Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully inbound role — no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Licensed candidates move to our hybrid schedule immediately — in office one day a week. What You’ll Do 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. What Makes Someone Successful in This Role Enjoy helping people and solving problems. Communicate clearly and professionally with customers. Are comfortable in a high-volume call environment. Learn new concepts quickly and adapt to change. Stay organized while managing multiple tasks and systems. What You Bring 1–2 years of customer‑facing experience (call center, banking, retail, hospitality, or similar). FINRA SIE and Series 6 or 7 licenses. Strong communication and problem‑solving skills. Comfort using multiple computer systems. Ability to work in a structured, fast‑paced environment. What Makes You Stand Out Bachelor’s degree or equivalent experience. Experience in financial services or insurance. Compensation By Level:

  • Specialist: Omaha: $29–$31 per hour
  • Specialist: Charlotte: $30–$32 per hour
  • Senior Specialist: Omaha: $32–$34 per hour
  • Senior Specialist: Charlotte: $33–$35 per hour
Benefits Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Medical, Dental, Vision. Wellbeing Reimbursement Account for you or eligible dependents. Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off. Paid Parental Leave and an Adoption Assistance Program. Competitive 401(k) savings plan with company match and an additional contribution regardless of participation. EEO Statement Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company. #J-18808-Ljbffr Pacific Asset Management, LLC

Vacancy posted 4 days ago
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