11 client representative jobs at 7 companies in Morganton, NC
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Client Support & Benefits Representative
Asheville, North Carolina, United States
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed or willing to obtain insurance license, strong communication and interpersonal skills, self-motivated, basic CRM/computer skills, ability to generate leads and manage client relationships.
C.A. Short Company: Provides cloud-based employee recognition and engagement platforms.
5+ YOE5+ years client service or business office experience; high school diploma or GED required; associate degree preferred; strong written and verbal communication, Microsoft Office proficiency, multitasking, organization, and customer-service skills.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication, self-motivated, CRM/basic computer skills, ability to work independently; training and mentorship provided.
Ally Invest - Trading and Client Service Representative - Series 7 & 63
Charlotte or Weaverville or Lewisville
$62k-$75k/yrHybridFull Time
Ally FinancialNYSE: ALLY: Digital financial services provider specializing in auto financing and banking.
0+ YOEFINRA Series 7 and 63 or 66 required, ability to register in all states, high school diploma or GED, experience with trading platforms and Microsoft Office, strong phone and written communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Windows 7, WindowsXP, Mac OS X, desktop trading tools
Vets Pets: Operates a network of veterinary hospitals and boarding facilities.
Providing customer service at an urgent care veterinary hospital, working flexible weekday and weekend shifts to assist clients and support clinic operations.
Centric Business Systems: Provides office printing hardware and managed document technology services.
Selling business technology solutions through prospecting and cold calling; conducting needs analysis, demonstrations, presenting and closing offers; managing client contracts and meeting revenue targets.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
0+ YOE1099 commission role requiring state insurance licensing before selling; no prior insurance experience required; training and licensing support provided; comfortable working independently and helping clients.
McGill Associates: Provides professional engineering, land planning, and consulting services.
2+ YOEOversee and document construction activities for civil/site, water/sewer, treatment plants, and pump/lift stations; read plans, verify quantities, communicate with contractors and clients, and maintain accurate records.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe
Meron & Kemboi Financial Agency: Independent insurance agency providing life and mortgage protection plans.
0+ YOENo prior experience required; full training and mentorship provided. Must be coachable and motivated to follow warm inbound leads, run virtual appointments, and help clients find life insurance coverage.
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Self-motivated salesperson able to build relationships, generate leads, provide client service, and obtain required industry licensing; previous sales or customer service experience helpful.