20 financial representative jobs at 11 companies in Greensboro, NC
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Financial Representative - Greensboro, NC
Greensboro, North Carolina, United States
OnsiteFull Time
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Customer service, phone support, or financial services experience preferred; banking, insurance, or financial services experience is a plus. A degree, equivalent experience, or professional certifications are beneficial.
Fidelity Investments: Provider of investment, retirement, and financial planning services.
Customer service, phone support, or financial services experience preferred; banking, insurance, or financial services experience is a plus. Must obtain Series 7 and Series 66 licenses.
ProducifyX: Tech-enabled recruitment services for modern businesses.
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.
Carter BankNASDAQ: CARE: State-chartered community bank serving personal and business customers in Virginia and North Carolina.
High school diploma or equivalent, customer service or sales experience, intermediate communication and collaboration skills, basic banking knowledge, and basic MS Office proficiency.
UNC Health: Integrated academic health care system serving North Carolina.
2+ YOETwo years of hospital or physician insurance experience; HS diploma; knowledge of UB-04, HCFA-1500, EOB; CPT/ICD-9; strong communication; proficient in MS Word, Excel, Outlook.
UB-04, HCFA-1500, EOB, CPT, ICD-9, MS Word, Excel, Outlook
Financial Services Sales Representative - Life Insurance (Greensboro, NC, US)
Greensboro, North Carolina, United States
$45k-$81k/yrHybridFull Time
Lincoln Financial GroupNYSE: LNC: Public financial services providing annuities, life insurance, group protection, and retirement services to individuals and employers.
Develop and maintain relationships with advisors, provide product and illustration sales support, and achieve sales goals.
Kimbrell's Home Furnishings: Independent furniture retailer serving North and South Carolina with furnishings, appliances, electronics, mattresses, and in-house financing.
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.
Expand Your Real Estate Business Beyond Transactions
Jamestown, North Carolina, United States
RemoteFull Time
Symmetry Financial Group: Private insurance marketing organization helping independent agents sell life insurance and protection products to families nationwide.
Seeking real estate professionals to build complementary financial services business; strong communication and client-relationship skills preferred. No explicit licenses or degrees stated.
Insurance Account Representative - State Farm Agent Team Member
Hillsborough, North Carolina, United States
OnsiteFull Time
Eric Douglas - State Farm Agent: Independent State Farm insurance agency serving Hillsborough, North Carolina customers with auto, home, life, and retirement products.
Sales-oriented, customer-service skills, strong communication, self-motivated, enthusiastic about insurance and financial products.
T-ROC: A sales and revenue engine for brands and retailers.
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.