Customer Service Specialist

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

Pacific Life has a fantastic opportunity for career development with excellent promotional opportunities. We are seeking talented Customer Service Specialists to join our teams in the Consumer Markets Division in our Newport Beach, CA or Omaha, NE offices. These positions will be hybrid and candidates will be considered on an ongoing basis.

As part of our Customer Service team, you’ll handle incoming inquiries and provide problem resolution related to transactions and technical questions for our policyholders. Whether you’re experienced in the financial industry or a recent college graduate, we have an amazing training program that will meet you where you are. A FINRA SIE and series 6 or 7 license is required in this role. If you’re not currently licensed, you’ll be provided 5-6 weeks of study time to earn one.

This role is hybrid. For those candidates currently licensed, you will be required to be in office one day a week. Candidates that are not currently licensed will be expected to be in office 5 days a week while you are studying and preparing to take the FINRA SIE and series 6 exams. Once you have passed the required exams you will be in office one day per week.

 Who will succeed in this role: 

• You thrive on phone conversations, handling 50 to 60 incoming calls daily with ease. Providing outstanding customer service is your top priority.

• You excel at problem-solving and are determined to overcome any obstacles that come your way.

• You’re enthusiastic about assisting both colleagues and customers, always aiming for the highest quality in your work.

• You perform well in a fast-paced environment and adapt quickly to changes.

• You’re passionate about community involvement and eagerly participate in various volunteer opportunities and local charity events we support.

The experience you bring: 

• Strong customer service skills with 1-2 years of experience in a related customer service role.

• College degree and/or equivalent experience preferred. 

• Strong customer skills with 1-2 years’ experience in a related role. 

• Proactive and resourceful, with a knack for finding answers through research.

• Strong analytical skills and creative thinking.

• Skilled at handling multiple priorities in a fast-paced setting.

• Motivated to learn quickly and adapt to changes.

• Computer proficiency including Microsoft Word and Outlook.

• A FINRA SIE and series 6 or 7 license is required in this role. If you're not currently licensed, you'll be provided 5-6 weeks of study time to earn one

The recruiting process: 

• All resumes will go through an initial review. 

• Candidates will be notified via email regarding next steps.

• Selected applicants will be asked to partake in a recorded video-interview and game-based assessment via HireVue. 

Compensation: 

• Starting hourly rate will be based on your FINRA license status and experience, and ranges between $25 - $31 per hour plus an annual bonus. 

You can be who you are.

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