Login
Back to Search New Search

Customer Experience Representative - Annuity Specialist

Pacific Life Insurance Company Newport Beach, CA
Save

Job Description

Why You?
You are a self-starter with a can do attitude who is up for the challenge to become the best-of-the best on our customer service team. You are a confident communicator with an engaging personality, which makes you an excellent collaborator and equally adept at building relationships with your clients.  You are dedicated to keeping the customer in focus and pride yourself in sharing your financial services industry knowledge with them.
 
Why Us?
We offer a fast-paced environment on an award-winning customer service team, where you get an opportunity to expand your potential. You will get hands-on and classroom based training to become Series 6 licensed* and master every aspect of our products and services to field incoming calls. Our experienced Annuity Specialists have the potential to move into the following areas:
 
Management and Frontline Leadership
Training and Employee Development
Project Management
Technology
Sales and Marketing
Product Design
 
**Receive a $2,000 bonus upon passing the Series 6 exam**
 
Position Summary:
In this position you will educate callers on our Annuity products, including contract owners, Registered Representatives, Broker Dealers, and internal clients. You will utilize multiple department systems to provide accurate information and will be expected to comprehend increasingly complex products, features, options, and customer inquiries including commissions, IRA transfers and rollovers, death benefits, taxation, and investment fund options.
During your day-to-day responsibilities, youll be maintaining a positive and professional demeanor and make sure you meet or exceed quality and efficiency goals.
 
Factors for Success:
 
Exceptional customer service skills
Knowledge of the financial services industry or insurance products and procedures through a combination of experience and/or coursework
Ability and willingness to learn multiple financial concepts and systems
Flexibility in a fast-paced team oriented environment
College degree preferred
Minimum 1-2 years related business experience preferred
FINRA Series 6 or 7, or must pass Series 6 within 8 weeks of hire date. Will receive three weeks of paid onsite study time and have two opportunities to pass the exam).


Perks of the Job:
Pacific Life invests in its talent, which means you will be supported throughout your career and given the tools and resources you need to learn and advance throughout your career. In addition to a collaborative culture with growth and development opportunities, Pacific Life offers:
 
A competitive, team-oriented and supportive culture
The opportunity to learn about the financial and insurance industry
Mentor programs and licensing, product and sales training


This position requires registration with FINRA including but not limited to completion of the Securities Industry Essentials Exam (SIE) and Series 6.  Depending upon your position, successful completion of other exams may be required.  If you are already registered with FINRA, you must transfer your registration to Pacific Select Distributors, LLC within 30 days of hire.  If you do not have the necessary registration(s) and/or have not passed the necessary exams, you will be required to take and pass such examination(s) and complete all other necessary requirements within 8 weeks of filing with FINRA. The company will sponsor you and pay all fees associated with these exams and registrations.  The number of attempts allowed within this timeframe will be per management discretion. As this position requires proper registration, continued employment is dependent upon obtaining such registration (or transfer of your registration) within the designated time period.  Your inability to meet all requirements for proper registration with FINRA, including failure to transfer your registration within 30 days may result in your termination.

Registered Representatives of PSD are subject to the disclosure and monitoring of brokerage account activity by compliance pursuant to FINRA rules.  PSD Registered Representatives may only maintain brokerage accounts with firms approved by PSD.  Brokerage accounts with firms not approved must be closed within 30 days of filing with PSD as a Registered Representative
 







































Job Details

Date Posted December 8, 2018
Date Closes January 7, 2019
Requisition 516280
Located In Newport beach, CA
SOC Category 00-0000.00
Location