27 financial representative jobs at 15 companies in Elon, NC
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Entry Level Financial Representative
Greensboro, North Carolina, United States
$78k-$132k/yrOnsiteFull Time
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree in finance, business, or a related field preferred. Financial services, insurance, or business development experience beneficial but not required. Must obtain Series 6, Series 63, and state insurance licenses.
College Financial Representative, Internship Program
Cary, North Carolina, United States
$500-$1k/yrOnsiteInternship
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.
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.
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.
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.
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.
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
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.
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
Registered Representative - State Farm Agent Team Member
Apex, North Carolina, United States
$50k-$80k/yrOnsiteFull Time
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.
Expand Your Real Estate Business Beyond Transactions
Jamestown, North Carolina, United States
RemoteFull Time
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.
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
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.