26 financial representative jobs at 15 companies in Apex, NC
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Financial Representative - Entry Level
Raleigh, North Carolina, United States
$97k-$192k/yr HybridFull Time
Active or quickly obtainable SIE and life/health licensing, team-oriented, competitive, willing to obtain state financial licenses, strong interpersonal and leadership potential.
2w
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College Financial Representative, Internship Program
Cary, North Carolina, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably junior or senior, with entrepreneurial sales ambitions, campus involvement, excellent time management, and interest in financial literacy and planning.
planning software platforms
2mo
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Financial Services Representative
Garner, North Carolina, United States
OnsiteFull Time
Provide outstanding customer service and problem resolution; perform collections, insurance verifications, welcome calls, skip tracking, and receive/fund loan payments. Requires prior customer service/collections experience, valid driver's license, and access to a reliable automobile.
1mo
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Patient Financial Services Representative
Durham, North Carolina, United States
$16/hr OnsiteFull Time
High school diploma, strong verbal/written communication, empathy, problem-solving, multitasking and typing skills, basic computer proficiency; assist patients with billing, insurance, and account resolution.
1w
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Financial Services Representative Platform Sales - Fuquay Varina
Fuquay-Varina, North Carolina, United States
OnsiteFull Time
1+ YOERequires a bachelor's degree and 1 year of sales, customer service, or lending experience, or a high school diploma/GED and 5 years of relevant experience. Series 6/7, 63, and state life insurance licenses may be required.
1w
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Inside Sales Account Representative - Financial Services
Cary or North Carolina
HybridFull Time
3+ YOEBachelor's degree preferred in business, marketing, computer science, or related field; 3–5 years of inside sales or customer-facing commercial experience; CRM experience and strong communication skills required.
Customer Relationship Management (CRM)
1w
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Inside Sales Account Representative - Financial Services
Cary or North Carolina
HybridFull Time
3+ YOEBachelor's degree preferred in business, marketing, computer science, or related field; 3–5 years of inside sales or customer-facing commercial experience; CRM experience and strong communication skills required.
CRM
3mo
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Cost Representative II
Roxboro, North Carolina, United States
OnsiteFull Time
0+ YOEHS diploma or GED required; 0-3 years experience (cost/finance); preferred: 3+ years in cost management or financial analysis; strong Excel/Power BI skills.
Microsoft Office Suite, Excel, PowerPoint, Access, Power BI, P6
2w
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Customer Service Representative
Siler City, North Carolina, United States
OnsiteFull Time
Strong customer service and communication skills, sales-oriented, basic financial transaction knowledge, organizational and multitasking ability; high school diploma preferred; bilingual English-Spanish a plus.
POS systems
1w
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Service Account Representative
Cary, North Carolina, United States
OnsiteFull Time
3+ YOECollege degree, trade school, or equivalent experience; 3-5 years in field, dispatch, sales, administrative, or equivalent work; strong customer service, organization, financial, and Microsoft Office skills.
Microsoft Outlook, Microsoft Excel, Microsoft Word
1mo
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Registered Representative - State Farm Agent Team Member
Garner, North Carolina, United States
$60k-$120k/yr OnsiteFull Time
Customer-focused financial services professional; preferred active Life & Health and FINRA Series licenses; prior financial services or insurance experience; strong communication and analytical skills.
1mo
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Registered Representative - State Farm Agent Team Member
Apex, North Carolina, United States
$50k-$80k/yr OnsiteFull Time
Series 6, 63, and 65 licenses required; strong knowledge of investment products and financial markets; communication, customer service, and analytical skills; proficiency with financial software; high ethical standards.
2mo
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Temporary Member Services Representative
Durham, North Carolina, United States
OnsiteFull Time, Temporary
1+ YOEHigh school diploma or equivalent; ~1 year financial institution/customer service experience preferred; cash-handling and deposit processing; ability to operate credit union systems (New Solutions) and Microsoft Office; flexible hours including evenings and weekends; bilingual English/Spanish preferred.
New Solutions, Microsoft Excel, Microsoft Word, Microsoft Outlook
1mo
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Bilingual Contact Center Representative II (Raleigh)
Raleigh, North Carolina, United States
$18-$20/hr OnsiteFull Time
0.5+ YOEHigh school diploma/GED, bilingual English/Spanish, 6+ months customer service or call center/financial industry experience preferred, Microsoft Office proficiency, strong communication and multitasking skills.
Microsoft Office
2mo
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Insurance Account Representative - State Farm Agent Team Member
Hillsborough, North Carolina, United States
OnsiteFull Time
Sales-oriented, customer-service skills, strong communication, self-motivated, enthusiastic about insurance and financial products.
2mo
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Expand Your Real Estate Business Beyond Transactions
Clayton, North Carolina, United States
RemoteFull Time
Seeking entrepreneurial real estate professionals to expand into mortgage protection, life insurance, and financial planning; no explicit qualifications listed.
1w
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Customer Service Rep(08843) - 12330 NC Hwy 210 suite 104
Benson, North Carolina, United States
OnsiteFull Time
Friendly, customer-service-oriented personality; ability to take phone and in-person orders, process minor financial transactions, perform light cleaning, and learn pizza making.