Financial Customer Service Representative

Pacific Life is a company dedicated to providing support for policyholders during important financial moments. They are seeking Financial Customer Service Representatives to handle inbound calls, provide guidance on policy transactions, and ensure a smooth experience for customers.

Responsibilities

• Handle 50–60 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

• 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
• FINRA licenses (SIE, Series 6, or Series 7)

Benefits

• Paid training, dedicated study time, and support to earn required FINRA licenses — Securities Industry Essentials (SIE) plus Series 6 — within 8 weeks of hire
• Annual bonus
• Additional incentive pay
• Prioritization of your health and well-being including 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

Company H1B Sponsorship