Licensed Financial Services Representative

Pacific Life

Licensed Financial Services Representative in Consumer Markets Division managing customer inquiries and providing financial guidance. Handling high-volume inbound calls and ensuring a smooth experience.

Posted 5/20/2026full-timeOmaha • New York, North Carolina • 🇺🇸 United StatesJunior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Preferred Bachelor’s degree or equivalent experience
Experience in financial services or insurance

Benefits

Comp & perks

Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer servicepolicy transactionsaccount activityservice requestsdocument interactionsfinancial servicesinsurance

Soft Skills

communicationproblem-solvingprofessionalismability to work in a structured environmentability to work in a fast-paced environment

Certifications

FINRA SIESeries 6Series 7