114 financial representative jobs at 49 companies in North Carolina
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Financial Representative
Fort Mill or Charlotte
$68k-$113k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63+65 or 66 licensure, 1+ years client experience in financial services, strong phone-based relationship and transaction skills, proficient with Microsoft Office and web applications.
Microsoft Office
1mo
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Senior Financial Representative
Fort Mill or Charlotte
$90k-$150k/yr OnsiteFull Time
2+ YOESeries 7 and 63/65 or 66 required, bachelor’s degree or equivalent experience, 2+ years client experience in financial services, strong telephone and relationship management skills, proficiency with Microsoft Office.
Microsoft Office
4d
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Financial Representative - Greensboro, NC
Greensboro, North Carolina, United States
OnsiteFull Time
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.
5d
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Financial Representative - Greensboro, NC
Greensboro, North Carolina, United States
OnsiteFull Time
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.
1mo
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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.
1mo
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Financial Education Representative
Raleigh, North Carolina, United States
$1k-$2k/wk OnsiteFull Time
Educates consumers on financial products and services, presents products, answers questions, builds trust, and engages with the community. No finance degree required; strong people skills valued.
1w
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Financial Services Representative
Charlotte or Lancaster or Rock Hill
OnsiteFull Time
2+ YOERequires 2 years of financial institution or customer service experience, an associate degree, strong communication skills, independent accuracy, computer proficiency, and availability Monday through Friday.
Online Banking, Mobile Banking, Microsoft Excel
3w
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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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Financial Services Representative (Personal Banker)
Washington, North Carolina, United States
OnsiteFull Time
1+ YOE1+ year sales/customer service experience preferred; ability to open deposit accounts, apply structured sales process, provide financial guidance, and knowledge of retail banking products.
1mo
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Financial Services Representative - State Farm Agent Team Member
Weddington, North Carolina, United States
OnsiteFull Time
3+ YOE3+ years in financial services, analytical and communication skills; Series 6/63/65 or SIE licenses preferred.
3mo
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Revenue Cycle Financial Representative
Chapel Hill, North Carolina, United States
$19-$27/hr RemoteFull Time
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
2mo
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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.
2w
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Financial Services Representative - State Farm Agent Team Member
Southport, North Carolina, United States
OnsiteFull Time
3+ YOERequires 3+ years of financial services experience, analytical and communication skills; SIE, Series 6, 63, or 65 licenses and relevant certifications are preferred.
3mo
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Financial Services Representative - State Farm Agent Team Member
Belmont, North Carolina, United States
$50k-$80k/yr OnsiteFull Time
0+ YOEActive Life & Health license required; Series 6/63/65 or 7 preferred; experience in financial services or insurance; strong communication and analytical skills.
3mo
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Financial Representative – State Farm Agent Team Member
Madison, North Carolina, United States
OnsiteFull Time
Sales experience preferred; licenses required/licensing in progress; strong communication and presentation skills.
1w
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Financial Services Representative (Part-Time) - Westridge
Greensboro, North Carolina, United States
$14-$22/hr OnsitePart Time
High school diploma or equivalent, customer service or sales experience, communication and problem-solving skills, basic banking knowledge, and basic MS Office proficiency required.
Microsoft Office
2mo
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Licensed Financial Services Representative - Charlotte, NC
Charlotte, North Carolina, United States
$30-$35/hr HybridFull Time
1+ YOERequires FINRA SIE and Series 6 or 7, 1–2 years customer-facing experience, strong communication and problem-solving, comfort with high-volume inbound calls and multiple computer systems.
3mo
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Financial Services Sales Representative - Life Insurance (Greensboro, NC, US)
Greensboro, North Carolina, United States
$45k-$81k/yr HybridFull Time
Develop and maintain relationships with advisors, provide product and illustration sales support, and achieve sales goals.
1mo
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
$19/hr OnsiteFull Time
1+ YOE1 year customer service experience, high school diploma or equivalent, proficiency with Microsoft Word/Excel/PowerPoint/Outlook and multiple electronic systems, strong communication and customer support skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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