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Financial Representative Jobs in Chapel Hill, NC (2,440)

Revenue Cycle Financial Representative

UNC Health
Chapel Hill, NC
New

Financial Representative

Western & Southern Life
Cary, NC
New

Financial Representative Seeking Growth

Polk Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$97k - $192k / year

Associate Financial Representative

Modern Woodmen
Chapel Hill, NC
New
Dental Insurance

Financial Representative

Primerica
Raleigh, NC
New
Icon: salary
$65k - $70k / year

Personal Financial Representative - NC

Allstate Insurance
Raleigh, NC
Health Insurance
‌

Financial representative

Modern Woodmen
Raleigh, NC
Dental Insurance
‌

Financial representative

rekroot
Raleigh, NC
New
Dental Insurance
‌

Personal Financial Representative - NC

Allstate
Raleigh, NC
New
Health Insurance
‌

Associate Financial Representative (AFR)

Goebel Fixture
Raleigh, NC
New
‌

Financial Representative (CARY, NC)

The Western and Southern Life Insurance
Cary, NC
New
Dental Insurance
‌

Financial Advisor

Northwestern Mutual Life Insurance
Raleigh, NC
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Northwestern Mutual
Raleigh, NC
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Representative: Help Clients Protect What Matters

The Western and Southern Life Insurance
Cary, NC
New
Dental Insurance
‌

Wealth Advisor: Investment & Financial Planning

Habitat for Humanity of Durham
Raleigh, NC
‌

Financial Advisor - PNC Wealth Management

PNC Financial Services Group
Raleigh, NC
New
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Advisor - PNC Wealth Management

Habitat for Humanity of Durham
Raleigh, NC
New
Health Insurance
Vision Insurance
Parental Leave
‌

Financial Advisor

JustinBradley
Chapel Hill, NC
New
Icon: salary
$92k / year
‌

Financial Advisor

Unavailable
Cary, NC
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC

JPMorgan Chase Bank, N.A
Cary, NC
Health Insurance
Education
‌

Wealth Advisor

Investors Title
Chapel Hill, NC
‌

Financial Solutions Advisor - PNC Wealth Management

Dormont Manufacturing
Raleigh, NC
New
Part-Time
Health Insurance
Vision Insurance
Parental Leave
Icon: salary
$73k / year
‌

Voya Financial Advisor

Voya Financial Advisors
Raleigh, NC
New
Health Insurance
‌

Financial Planner

Windward Recruiting
Raleigh, NC
‌

Financial Solutions Advisor Personal Wealth Planning

Dormont Manufacturing
Raleigh, NC
New
Icon: salary
$70k - $80k / year
‌

Advisor Development Program - Morganton Financial Solutions Advisor Trainee: Financial Center -[...]

Bank of America
Raleigh, NC
New
Diversity Leader
Eco-Friendly
‌

Merrill Advisor Development Program - Financial Advisor: Carolina East Market

Bank of America
Raleigh, NC
New
Diversity Leader
Eco-Friendly
‌

Merrill Advisor Development Program - Financial Advisor: Carolina East Market

Dormont Manufacturing
Raleigh, NC
New
‌

Wealth Advisor

Teachers Insurance and Annuity Association of America
Durham, NC
Icon: salary
$80k / year
‌

Independent Financial Advisor

Artifex Advisory Group
Cary, NC
New
Entry-Level
401(k)
Icon: salary
$60k / year
‌

Financial Representative

Tailored Management
🌎 Remote
New
Remote
Hourly
Icon: salary
$19 / hour
‌

Financial Representative Entry Level

Walker Region - Modern Woodmen of America
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Icon: salary
$17 / hour
‌

Remote Sales Representative – Financial Products

Pregnantsee
🌎 Remote
Part-Time
Remote
Flexible Schedule
Icon: salary
$85k - $200k / year

Job Description

Working as a Financial Representative in Chapel Hill, NC

There are 2,440 Financial Representative opportunities available in Chapel Hill, NC all with unique requirements.

A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.

Financial Representative jobs near Chapel Hill, NC

  • Raleigh, NC
  • Durham, NC
  • Cary, NC

Financial Representatives in Chapel Hill, NC Resume Data

Average Experience for Financial Representatives in Chapel Hill, NC

  • More than 10 years: 60%
  • 6-10 years: 28%
  • 3-5 years: 10%
  • 1-2 years: 1%
  • Less than 1 year: 0%

Educational Background for Financial Representatives in Chapel Hill, NC

  • Bachelors: 40%
  • Diploma: 30%
  • Associates: 16%
  • Masters: 13%
  • Doctorate: 1%

Top Skill for Financial Representatives in Chapel Hill, NC

  • Customer focus & orientation: 22%
  • Attention to detail: 13%
  • Customer service: 11%
  • Sales skills: 11%
  • Work style: Reliability: 11%
  • Call center customer service: 8%
  • Verbal communication: 8%
  • Administrative assistant/receptionist: 7%
  • Scheduling: 5%
  • Data entry: Accuracy: 4%

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