Pacific Life is hiring Licensed Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This role involves handling inbound calls, providing guidance on policy transactions, and ensuring a smooth customer experience during significant financial decisions.
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
- FINRA SIE and Series 6 or 7 licenses
- 1–2 years of customer-facing experience (call center, banking, retail, hospitality, or similar)
- Strong communication and problem-solving skills
- Comfort using multiple computer systems
- Ability to work in a structured, fast-paced environment
- Bachelor's degree or equivalent experience
- Experience in financial services or insurance
Benefits
- 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
Company Overview
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds. It was founded in 1868, and is headquartered in Newport Beach, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.pacificlife.com/.