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28 financial representative jobs at 16 companies in Burlington, NC

3w
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Financial Representative - Entry Level
Raleigh, North Carolina, United States
$97k-$192k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Active or quickly obtainable SIE and life/health licensing, team-oriented, competitive, willing to obtain state financial licenses, strong interpersonal and leadership potential.
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2w
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College Financial Representative, Internship Program
Cary, North Carolina, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
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
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3d
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Financial Services Representative - Martinsville
Martinsville, Virginia, United States
$14-$22/hr OnsiteFull Time
Carter Bank & Trust
Carter Bank & TrustNASDAQ: CARE: Provides community banking and commercial lending services.
High school diploma or equivalent, customer service or sales experience, intermediate communication and collaboration skills, basic banking knowledge, and basic MS Office proficiency.
Microsoft Office
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1mo
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Patient Financial Services Representative
Durham, North Carolina, United States
$16/hr OnsiteFull Time
Revco Solutions
Revco Solutions: Provides healthcare revenue cycle management and debt collection services.
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.
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2mo
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Financial Representative – State Farm Agent Team Member
Madison, North Carolina, United States
OnsiteFull Time
Eric Everly Insurance Agency
Eric Everly Insurance Agency: Independent contractor agent offering insurance and financial services.
Sales experience preferred; licenses required/licensing in progress; strong communication and presentation skills.
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3mo
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Financial Services Sales Representative - Life Insurance (Greensboro, NC, US)
Greensboro, North Carolina, United States
$45k-$81k/yr HybridFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
Develop and maintain relationships with advisors, provide product and illustration sales support, and achieve sales goals.
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1w
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Inside Sales Account Representative - Financial Services
Cary or North Carolina
HybridFull Time
IDeaS
IDeaS: Revenue management and pricing software for the hospitality industry.
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)
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1w
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Inside Sales Account Representative - Financial Services
Cary or North Carolina
HybridFull Time
SAS Institute
SAS Institute: Provider of advanced analytics, AI, and data management software.
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
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3mo
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Cost Representative II
Roxboro, North Carolina, United States
OnsiteFull Time
Zachry Group
Zachry Group: Provides engineering, construction, and maintenance for industrial facilities.
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
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2w
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Customer Service Representative
Siler City, North Carolina, United States
OnsiteFull Time
Kimbrell's Furniture
Kimbrell's Furniture: Family-owned furniture retailer offering in-house consumer financing programs.
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
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1w
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Service Account Representative
Cary, North Carolina, United States
OnsiteFull Time
Convergint
Convergint: Global systems integrator for security, fire, and building automation.
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
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1mo
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Registered Representative - State Farm Agent Team Member
Apex, North Carolina, United States
$50k-$80k/yr OnsiteFull Time
Brian Hicks Insurance Agency
Brian Hicks Insurance Agency: An established, growth-oriented insurance agency helping customers manage everyday risks and plan their financial needs.
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.
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1mo
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Sales & Service Representative (Teller)
Greensboro, North Carolina, United States
OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
0.5+ YOEHigh school diploma/GED and 6 months customer service experience; sales experience preferred; financial literacy and knowledge of retail banking products.
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2mo
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Expand Your Real Estate Business Beyond Transactions
Jamestown, North Carolina, United States
RemoteFull Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Seeking real estate professionals to build complementary financial services business; strong communication and client-relationship skills preferred. No explicit licenses or degrees stated.
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2mo
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Temporary Member Services Representative
Durham, North Carolina, United States
OnsiteFull Time, Temporary
Self-Help
Self-Help: Provides affordable loans and banking to underserved communities.
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
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1mo
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Bilingual Contact Center Representative II (Raleigh)
Raleigh, North Carolina, United States
$18-$20/hr OnsiteFull Time
Latino Community Credit Union
Latino Community Credit Union: Provides accessible bilingual banking and credit services to communities.
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
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2mo
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Insurance Account Representative - State Farm Agent Team Member
Hillsborough, North Carolina, United States
OnsiteFull Time
Eric Douglas State Farm
Eric Douglas State Farm: Independent agency providing State Farm insurance and financial services.
Sales-oriented, customer-service skills, strong communication, self-motivated, enthusiastic about insurance and financial products.
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1w
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Territory Field Lead
Winston-Salem or North Carolina
$49k-$57k/yr FieldFull Time
T-ROC
T-ROC: Provides staffing and technology solutions to optimize retail performance.
2+ YOERequires 2+ years of sales and client-facing experience, travel within the territory, valid driver's license, and strong communication, analytical, relationship-building, sales, and financial skills. Bachelor's degree preferred.
Virtual Support Link
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