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Beyond Finance
Beyond Finance

62 Beyond Finance Customer Service Representative Jobs Hiring Near You

Local Finance

Customer Service Rep.

Opelika, AL

$13.75 - $18.75/hr

Local Finance, is seeking a Customer Service Representative. The qualified Customer Service ... Representative will complete a 12 to 18 month training program at which time the candidate will be ...

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Carrollton, GA · On-site

$13.25 - $18/hr

JOB SUMMARY The CSR plays a very important part in the operation of a consumer finance office. The duties of a CSR are to wait on the customers, take applications, investigate credit, take payments ...

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Mauldin, SC · On-site

$14 - $17/hr

Previous experience in customer service, collections, or the finance industry a plus. JOB SUMMARY The CSR plays a very important part in the operation of a consumer finance office. The duties of a CS ...

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Mauldin, SC · On-site

$15 - $17/hr

Previous experience in customer service, collections, or the finance industry a plus. JOB SUMMARY The CSR plays a very important part in the operation of a consumer finance office. The duties of a CS ...

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Mauldin, SC · On-site

$14 - $17/hr

Previous experience in customer service, collections, or the finance industry a plus. JOB SUMMARY The CSR plays a very important part in the operation of a consumer finance office. The duties of a CS ...

Sunset Finance

CUSTOMER SERVICE REPRESENTATIVE

Carrollton, GA · On-site

$14.75 - $20/hr

JOB SUMMARY The CSR plays a very important part in the operation of a consumer finance office. The duties of a CSR are to wait on the customers, take applications, investigate credit, take payments ...

Beyond Finance

Manager, Strategy & Analytics

Chicago, IL · On-site

$118K - $162K/yr

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of ... Prior experience in Strategy Consulting, Financial Services, or Start-up environments * Familiarity ...

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Beyond Finance Jobs Information

Do workers at Beyond Finance get paid breaks?

Yes. Most people get paid breaks.
100% of people say they get paid breaks.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Does Beyond Finance pay people when they’re sick?

Sometimes. Only some people get paid when they’re sick.
56% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

At Beyond Finance, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
50% of people say they have to use vacation days when they’re out sick.
Based on data from 6 people who took the Breakroom Quiz between June 2025 and April 2026.

Is the health insurance from Beyond Finance affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and March 2026.

Do people get paid time off at Beyond Finance?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 6 people who took the Breakroom Quiz between June 2025 and April 2026.

Do workers at Beyond Finance worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.

Do Beyond Finance workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between February 2025 and August 2025.

How easy is it to get time off at Beyond Finance?

Most people find it easy to get time off.
88% of people report it’s easy to get time off.
Based on data from 8 people who took the Breakroom Quiz between February 2025 and April 2026.

Do Beyond Finance managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.

Do jobs at Beyond Finance spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
17% of people report that their job takes up time that they don’t get paid for.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and August 2025.

How easy is it to take sick days at Beyond Finance?

Most people find it easy to take sick days.
89% of people report that it’s easy to take time off if they are sick.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Is working at Beyond Finance good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 5 people who took the Breakroom Quiz between March 2025 and April 2026.

Do people at Beyond Finance feel treated with respect by their managers?

Most people feel treated with respect by their managers.
89% of people say they’re treated with respect by their managers.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Beyond Finance get to take their breaks without interruption?

Most people get breaks without interruption.
100% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Is it stressful to work at Beyond Finance?

Most people don’t feel stressed out here.
33% of people say they often feel stressed out at work.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Beyond Finance enjoy their jobs?

Most people enjoy their job.
78% of people report they enjoy their job.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Beyond Finance recommend working with their team?

Most people recommend working with their team.
78% of people report that they would recommend working with their immediate team to a friend.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get enough training when they start at Beyond Finance?

Most people got enough training when they started.
88% of people report they got enough training when they started working here.
Based on data from 8 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get support to advance at Beyond Finance?

Most people are given support to advance their career here.
In the last year, 67% of people report being given support to advance their career here.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people think Beyond Finance’s headquarters understands what’s happening where they work?

Most people think headquarters understands what’s happening where they work.
50% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 8 people who took the Breakroom Quiz between February 2025 and April 2026.

Do workers feel well informed about how Beyond Finance is doing?

Only some people feel well informed about how the company is doing.
44% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 9 people who took the Breakroom Quiz between February 2025 and April 2026.

What other companies are hiring for Customer Service Representative jobs?

What are the most popular jobs at Beyond Finance?

What are the most popular categories at Beyond Finance?

Infographic showing various Customer Service Representative job openings at Beyond Finance in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 68% Physical, and 32% Remote job distribution.

Financial Customer Service Representative

Pacific Life Insurance Company

Omaha, NE • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Pacific Life rating

7.4

Company rating: 7.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

228th of 307 rated insurance

Job description

Job Description:
Want to break into financial services? Pacific Life will pay you to get there.
We're hiring Financial Customer Service Representatives in Omaha who don't yet have their FINRA registrations - and sponsoring them through the entire process. You'll earn your Securities Industry Essentials (SIE) and Series 6 within your first 8 weeks, with paid training, dedicated study time, and full support on our dime. After that, you move to our hybrid schedule and our registered pay scale.
If you're great with people, eager to build a career in financial services, and ready to join our September 1st cohort - we want to hear from you.
Your first 8 weeks will be onsite and are a fully paid. It entails a self-paced online program, with opportunities to collaborate with your peers. You'll work towards earning SIE and FINRA Series 6 registration with dedicated study time and structured support. After obtaining designated registrations, you transition to a hybrid schedule with just one in-office day per week.
At Pacific Life, Financial Customer Service 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. Pacific Life provides paid training, dedicated study time, and support to earn required FINRA - Securities Industry Essentials (SIE) plus Series 6 - within 8 weeks of hire. Many employees begin their careers in this role and grow into advanced service, operations, or leadership positions across the organization.
Apply now to be considered for our September 1st hiring class - space is limited!
What You'll Do
  • Handle 50-60 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)
  • 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
  • FINRA registrations (SIE, Series 6, or Series 7)

Our Recruiting Process
  • Resume review → Phone screen with a Talent Acquisition Partner → Hiring Team Interview

Compensation:
  • Starting hourly rate will be based on your experience and location
  • Omaha, NE range is between $26 - $28 per hour plus an annual bonus. After earning your FINRA SIE and Series 6 registrations, you'll be automatically promoted and be considered for an increase in compensation to our registered pay scale.
  • 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.

#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.

What Pacific Life employees say

Pay

Benefits

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About Pacific Life

Sourced by ZipRecruiter

When you purchase life insurance and retirement solutions, you're buying a promise. A promise that today, tomorrow or ten years from now, we'll be there. For more than 150 years, our clients have trusted Pacific Life to protect what matters most to them - their families, their businesses, their futures.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Newport Beach, CA, US

Year founded

1868

Social media

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