20 Results for

Financial Representative Jobs in Asheville, NC

Jobs

New!

Asheville, NCToday

Promptly process and answer/resolve customer inquiries, concerns or technical questions, determine the appropriate actions based upon job aids, research, and existing desktop solution tools and taking the appropriate action with utmost priority, speed, and accuracy to ensure service level metrics are achieved and excellent service is provided. Ensure that all customer contacts are properly logged into the CRM tool to allow for an accurate historical view of customer contacts manage follow-up log and audit documentation of customer files.

New!

Asheville, North Carolina5 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

ASHEVILLE, North Carolina30+ days ago

Organization : Name: ASHEVILLE NC Default: Location : City: ASHEVILLE Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

New!

Waynesville, North Carolina1 day ago

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

New!

Asheville, North Carolina5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Asheville, NC14 days ago

As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them make informed decisions to secure their financial future. If you are passionate about helping individuals achieve their financial goals and possess the required qualifications and skills, we invite you to apply for this rewarding opportunity as a Financial Advisor.

Asheville, NC30+ days ago

Full-time

HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed to providing value-added community banking through online/mobile channels and multiple locations in Virginia, North Carolina, South Carolina, Tennessee, and Georgia. Follow regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection, and determent of money laundering and other unlawful activities, as well as regulations pertaining to lending and consumer compliance to include fair lending laws.

New!

Asheville, NCToday

Remote

$65,000–$85,000 Per Year

Be a part of an electrifying team that thrives on providing exceptional customer service, fulfilling contracts, and building meaningful relationships--everything designed to ensure our clients walk away happier than ever. Help craft personalized financial plans, lending your guiding hand through budgeting, debt reduction, investments, and planning for retirement.

New!

Asheville, NC1 day ago

Located in Asheville, North Carolina, it’s services include a Rehabilitation Hospital, Home Health, Outpatient Rehabilitation, Hospice, Palliative Care, Private Duty, PACE (Program of All-inclusive Care for the Elderly) and Orthotics & Prosthetics. With more than 1,200 colleagues and 400 volunteers, CarePartners Health Services is dedicated to helping people of western North Carolina live full and productive lives, despite illness, injury, disability or issues related to aging.

Waynesville, North Carolina30+ days ago

We proudly welcome veterans and service members ready to use their leadership, discipline, and purpose-driven mindset in a new mission: helping others gain financial security and peace of mind. Compass Business Group helps families and small businesses protect what matters most through supplemental insurance solutions.

Marion, North Carolina18 days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

Fairview, North Carolina18 days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Qualifications: High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.

New!

Asheville, North Carolina1 day ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Qualifications: High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.

Asheville, North Carolina15 days ago

Asheville, NC28 days ago

Remote

This is a client-facing role focused on helping customers understand, and select appropriate financial protection solutions for their family and assets. We are an independent insurance agency seeking remote Insurance Sales Representative (Remote) to work with individuals and families who have requested information about coverage options.

Hendersonville, NC30+ days ago

$120,000–$150,000

This role is ideal for high ticket sales professionals, sales representatives, account managers, car sales professionals, and retail sales leaders who are comfortable presenting in person and closing large deals. Keywords: sales representative, high ticket sales, high ticket closer, in-home sales, outside sales, commission sales, car sales, retail sales associate, account manager, inside sales.

New!

Weaverville, NC5 days ago

Remote

We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions. At the Reineke Agency, we’re building a team of driven professionals who want more than just a job—they want ownership over their time, income, and growth.

Asheville, NC30+ days ago

$15.87–$20.80

As the Customer Service Representative, you will provide Customer Service duties at the National Forests in North Carolina Supervisors Office, such as greeting visitors, answering telephones, responding to routine inquiries from a variety of customers and providing overall support to the administrative staff on the unit. We are seeking a Customer Service Representative to provide customer Service duties at the National Forests in North Carolina Supervisors Office in support of disaster recovery efforts from Hurricane Helene within North Carolina's National Forests.

Asheville, NC27 days ago

Full-time

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Financial Representative Jobs in Asheville, NC

Jobs

Concierge Customer Service RepresentativePercepta

College Financial Representative, Internship ProgramNorthwestern Mutual

Financial RepresentativeWestern & Southern Life

Financial Services Representative (Personal Banker)First Citizens Bank

Financial AdvisorNorthwestern Mutual

Financial AdvisorThe Perillo Group

Senior Financial AnalystHomeTrust Bank

Client Services Representative - Part TimeGFI Ikigai

Patient Registration RepresentativeHCA Healthcare

Entry-Level Sales Representative – Veterans Encouraged to ApplyThe Compass Business Group

Float Sales & Service Representative (Bank Teller)First Citizens Bank

Senior Sales & Service Representative (Universal Banker)First Citizens Bank

Senior Float Sales & Service Representative (Universal Banker)First Citizens Bank

Sales & Service Representative (Bank Teller)First Citizens Bank

Insurance Sales Representative - RemoteUnlock Potential 360

Sales RepresentativeSouthern National Roofing

Remote Sales RepresentativeReineke Agency

Customer Service RepresentativeTerrestris Global Solutions

Concierge Customer Service RepresentativeTtec

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