Licensed Financial Services Representative - Charlotte, NC

Job Description

Already licensed? Bring your Series 6 or 7 to a role where you can make a greater impact. 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 is a fully inbound role – no cold calling, no sales quotas, no book of business to maintain. Just meaningful work, a structured environment, and a clear path forward. Licensed candidates move to our hybrid schedule immediately – in office one day a week.

In this high‑volume phone role, you will handle approximately 40–60 inbound calls per day from policyholders, contract owners, and financial professionals. Your work helps ensure they receive accurate information, timely support, and a smooth experience when it matters most. The role requires FINRA SIE and Series 6/7 licenses.

Apply now to be considered for our August 25th hiring class.

What You’ll Do

• 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

What Makes Someone Successful in This Role

• Enjoy helping people and solving problems
• Communicate clearly and professionally with customers
• Are comfortable in a high‑volume call environment
• Learn new concepts quickly and adapt to change
• Stay organized while managing multiple tasks and systems

What You Bring

• 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

What Makes You Stand Out

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

Compensation by Level

• Specialist: Charlotte: $30 - $32
• Sr. Specialist: Charlotte: $33 - $35

Your Benefits Start Day 1

• 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 401(k) savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

EEO Statement

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.