Licensed Financial Services Representative - Charlotte, NC
Job Description
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.
At Pacific Life, Licensed Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments. When customers call, they’re often making decisions about protecting their families, planning for retirement, or navigating a life event. Your work helps ensure they get accurate information, timely support, and a smooth experience when it matters most.
This is a high-volume phone role, handling approximately 40–60 inbound calls per day from policyholders, contract owners, and financial professionals. This role requires FINRA SIE and Series 6/7 licenses. Many of our current operations, team lead, and leadership roles are filled by people who started exactly here. We promote from within, and this role is one of the most common entry points into a long-term career at Pacific Life.
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
The recruiting process: Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview
Compensation by Level:
Specialist: Charlotte: $30 - $32
Sr. Specialist: Charlotte: $33 - $35
#LI-RB1
#LI-Hybrid
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
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
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.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
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.