Licensed Financial Services Representative - Charlotte, NC
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