NewCustomer Service Representative – Financial Services TTECCustomer Service Representative – Financial ServicesCharlotte, NCWhether it’s getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one. You’ll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Outside Sales Representative Greensboro Auto Auction / Green FordOutside Sales RepresentativeGreensboro, NCFull timeAs we continue to grow, we're looking for a motivated and dynamic Outside Sales Representative to join our team and help expand our presence in the automotive remarketing industry. Position Overview The Outside Sales Representative will be responsible for developing new business and nurturing existing client relationships within the auto auction space.
NewCall Center Representative CornerStone StaffingCall Center RepresentativeBladenboro, NCThe role directly impacts revenue goals by meeting or exceeding collection performance metrics, maintaining full compliance with industry regulations, and delivering a customer-focused approach to resolving overdue balances. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners.
Financial Services Producer Hendrick Automotive Group CorporateFinancial Services ProducerHuntersville, North CarolinaFull timeThe Financial Services Producer works with lenders and financial institutions to provide financial services to dealership customers. Land Rover Northlake Location: 10000 Eastfield Road, Huntersville, North Carolina 28078.
Concierge Customer Service Representative TTECConcierge Customer Service RepresentativeAsheville, NCPromptly process and answer/resolve customer inquiries, concerns or technical questions, determine the appropriate actions based upon job aids, research, and existing desktop solution tools and taking the appropriate action with utmost priority, speed, and accuracy to ensure service level metrics are achieved and excellent service is provided. Ensure that all customer contacts are properly logged into the CRM tool to allow for an accurate historical view of customer contacts manage follow-up log and audit documentation of customer files.
NewRemote Sales Representative Reineke AgencyRemote Sales RepresentativeJacksonville, NCRemoteThis is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.
NewClaims Representative Senior - Commercial Liability Sentry InsuranceClaims Representative Senior - Commercial LiabilityGoldsboro, NC$74,900–$112,300 / yearAs a Senior Claims Representative on our Commercial Lines - Liability teams, you'll provide superior service by conducting prompt claim investigations, which includes evaluating coverage, determining liability, and settlement of damages. Evaluate physical damages and bodily injury claims, working closely with repair shops, medical providers, automobile appraisers, and/or contractors to facilitate necessary and related services or repair work.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)Charlotte, NCOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewProSolutions Sales Representative - PUMP Herc Rentals IncProSolutions Sales Representative - PUMPKnightdale, NC$75,000–$85,000 / yearProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
NewProSolutions Sales Representative Herc Rentals IncProSolutions Sales RepresentativeKings Mountain, NC$75,000–$85,000 / yearProSolutions Sales Representatives drive revenue within their designated territory by developing business relationships and providing customer focused solutions to our customers toughest Power and Climate Control challenges in industries including: Environmental and Restoration, Refineries and Petrochemical, Electrical, Mechanical, Sewer/Water/Municipal, Underground and General Contractors, Pipelines, Utilities and Industrial Facilities, Mining/Quarries, Entertainment and Special Events. They are subject matter experts and consultants for internal and external customers in the application of our fleet of pumps, generators, power distribution, and HVAC including Heat, AC, Chillers, and Desiccant Dehumidifiers.
Entry Level Financial Services Representative - Hybrid-Charlotte Metro ConfidentialEntry Level Financial Services Representative - Hybrid-Charlotte MetroHuntersville, NC$50,000–$120,000 / yearFull timePart timeWe provide comprehensive training and a structured development program designed to help individuals develop professionally and advance within the organization. Local candidates will have access to in-person training, mentorship, and professional development opportunities while also having the flexibility to work remotely.
Financial Representative LPL FinancialFinancial RepresentativeCharlotte, North CarolinaThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramCharlotte, North Carolina$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Representative - Seeking Growth Polk Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthRaleigh, NC$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
NewFinancial Representative Western & Southern LifeFinancial RepresentativeCHARLOTTE, North CarolinaOrganization: Name: CENTRAL CAROLINA NC Location: City: CHARLOTTE Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
Financial Representative - Seeking Growth Mays Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthCharlotte, NC$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Financial Services Representative - State Farm Agent Team Member Patricia Bryson-Wink - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSylva, NCAs a State Farm team member for Patricia Bryson-Wink - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Team members who meet only the minimum expectations typically earn around $50,000 annually, with significant potential for growth beyond that of up to $90,000 + in annual income with commissions.
Financial Services Representative - Reidsville Carter Bank & TrustFinancial Services Representative - ReidsvilleReidsville, NCDelivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customers trust. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out.
Financial Services Sales Representative - Life Insurance Lincoln National CorpFinancial Services Sales Representative - Life InsuranceGreensboro, NC$44,800–$81,400 / yearAs the Financial Services Sales Representative for the Life Insurance team, you will build and maintain business relationships with advisors who market our products and services in order to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. Providing product and illustration sales support on Lincoln's products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
Financial Services Representative - State Farm Agent Team Member Dalton Cunningham - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWeddington, NCROLE DESCRIPTION: As a Financial Services Representative with Dalton Cunningham State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - State Farm Agent Team Member Eric Everly - State Farm AgentFinancial Services Representative - State Farm Agent Team Membermadison, NCROLE DESCRIPTION: As a Financial sercive representative with state farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - Bilingual (Spanish) Preferred (Personal Banker) First Citizens BankFinancial Services Representative - Bilingual (Spanish) Preferred (Personal Banker)Charlotte, North CarolinaFull timeQualifications: Bachelor's Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
NewFloat Financial Services Representative (Personal Banker) First Citizens BankFloat Financial Services Representative (Personal Banker)Lenoir, North CarolinaFull timeQualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner.
Financial Services Representative (Personal Banker) First Citizens BankFinancial Services Representative (Personal Banker)Washington, North CarolinaFull timeQualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Financial Services Representative - State Farm Agent Team Member Rob Heath - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCharlotte, NCROLE DESCRIPTION: As a Financial Services Representative with Rob Heath State Farm office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Representative - State Farm Agent Team Member Sig Holcomb - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberConover, NCROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Service Representative Langley Federal Credit UnionFinancial Service RepresentativeRaleigh, North CarolinaLangley Ambassador – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results. Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.
Financial Services Representative – State Farm Agent Team Member Chad Richards - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberClayton, NCAs a State Farm team member for Chad Richards - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Representative – State Farm Agent Team Member Timothy Sawyer - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberGreenville, NCROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. After a career supporting some of the largest biopharmaceutical companies in the world at Thermo Fisher Scientific, I transitioned into becoming a State Farm Agent 10 years ago.
Financial Services Representative - State Farm Agent Team Member Polly Piland - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberGreenville, NCROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Polly Piland - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
NewLicensed Financial Services Representative - Omaha, NE Pacific LifeLicensed Financial Services Representative - Omaha, NECharlotte, North CarolinaPacific Life is hiring Registered Financial Services Representatives in Omaha, NE and Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments.
NewRegistered Financial Services Representative - Charlotte, NC Pacific LifeRegistered Financial Services Representative - Charlotte, NCCharlotte, North CarolinaPacific Life is hiring Registered Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. At Pacific Life, Registered Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments.
Financial Services Representative Professional Financial ServicesFinancial Services RepresentativeGarner, NCFull timeProfessional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995. If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative !
Financial Services Representative Security FinanceFinancial Services RepresentativeGarner, North CarolinaProfessional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995. If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative !
Licensed Financial Services Representative - Charlotte, NC Pacific LifeCorpLicensed Financial Services Representative - Charlotte, NCCharlotte, NC$30–$32 / hourPacific 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. 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.
Financial Services Representative - Bilingual (Spanish) Preferred (Personal Banker) First Citizens BancShares IncFinancial Services Representative - Bilingual (Spanish) Preferred (Personal Banker)Charlotte, NCBachelor''s Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
Customer Service Representative - Financial Services TTEC Holdings IncCustomer Service Representative - Financial ServicesCharlotte, NCWhether it's getting answers for customers quickly, consulting on products, or finding resolutions for their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one. You'll provide white glove support to customers of an asset and wealth management company that combines the entrepreneurial spirit of a start-up with more than 150 years of experience.
Financial Services Representative – State Farm Agent Team Member Lori Robertson - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberHigh Point, NCAs a member of our sales team, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: We are searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
Financial Advisor Northwestern MutualFinancial AdvisorRaleigh, North Carolina$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
NewFinancial Advisor The Pelora GroupFinancial AdvisorCharlotte, NCDesire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
Financial Advisor - Matthews, NC Navy Federal Credit UnionFinancial Advisor - Matthews, NCMatthews, NC$55,000–$75,000 / yearRecommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
Financial Advisor - Charlotte, NC TowneBankFinancial Advisor - Charlotte, NCCharlotte, NCTowneBank has a culture that: Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community. Desired Skills and Competencies: Previous experience providing investment advice in either a brokerage firm, the investment division of a financial institution or an investment advisory practice.
Brokerage Financial Consultant Truist BankBrokerage Financial ConsultantMorganton, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorNew Bern, NC$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Brokerage Financial Consultant Truist Financial CorpBrokerage Financial ConsultantMorganton, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewFinancial Planner - Entrepreneurial Path The Pelora GroupFinancial Planner - Entrepreneurial PathRaleigh, NCSIPC.org on electronic advertisements] [Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: 704-557-9600]. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
Financial Professional The Pelora GroupFinancial ProfessionalWinston-Salem, NCDesire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorDurham, NCFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Financial Advisor Transcend Practice ManagementFinancial AdvisorChapel Hill, NC$120,000–$125,000 / yearWith over 15 years in business, we are excited to welcome a Financial Advisor who shares our passion for dedication to our clients and to continuous improvement as a trusted steward of their financial success. As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice.
Virtual Financial Advisor - Charlotte Thrivent Financial for LutheransVirtual Financial Advisor - CharlotteCharlotte, NCRemote$21.64–$24.04 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.