Registered Financial Services Representative - Charlotte, NC

Pacific Life - Charlotte, NC

Hiring: Registered Financial Services Representative - Charlotte, NC Company: Pacific Life Location: Charlotte, NC Job Posted Time: 2026-09-10 11:51:55 Employment Type: Contract / Hybrid Target Skills & Keywords : Financial Planning About the job Experience: •2 years of customer-facing experience (call center, banking, retail, hospitality, or similar) Required Skills: •Already registered? Bring your Series 6 or 7 to a role where you can make a greater impact. •Registered candidates move to our hybrid schedule immediately - in office one day a week. •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 or 7 registrations. 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. •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 Qualifications: •1–2 years of customer-facing experience (call center, banking, retail, hospitality, or similar) •FINRA SIE and Series 6 or 7 registrations •Strong communication and problem-solving skills •Comfort using multiple computer systems •Demonstrated capacity to work in a structured, fast-paced environment •What Makes You Stand Out •Bachelor’s degree or equivalent experience •The recruiting process: Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview •What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!