Financial Representative Jobs in Durham, NC (342)
Brokerage Registered Client Service Associate
Truist
Raleigh, NC
New
Part-Time
401(k)
Dental Insurance
Vision Insurance
Retail Customer Service Associate
FedEx Office and Print Services
Durham, NC
Overnight Customer Service Representative
PLS
Durham, NC
Part-Time
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
Medicaid Eligibility Analyst
Dukehealth.org
Durham, NC
New
Hybrid
Office Receptionist, Commercial & Investment Banking
JPMorgan Chase Bank, N.A
Raleigh, NC
Education
Client Service Associate
Kestra Financial Independent Advisor
Raleigh, NC
‌
Housekeeper
Island Hospitality
Durham, NC
Hospitality
PTO
Dental Insurance
Vision Insurance
$14 - $15 / hour
‌
Service Maintenance Manager
The Community Builders
Durham, NC
‌
Front Desk Agent
Island Hospitality
Durham, NC
Hospitality
PTO
Dental Insurance
Vision Insurance
$14 - $15 / hour
‌
Customer Service Representative- Work from Home Financial Services Associate
Legacy Wealth Associates
🌎 Remote
Part-Time
Remote
Health Insurance
Flexible Schedule
‌
Operations Associate - New Business/Premium Remittance
Piper Companies
Durham, NC
New
Hourly
401(k)
Dental Insurance
Vision Insurance
$23 / hour
‌
Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Equitable Advisors
Raleigh, NC
New
Entry-Level
Dental Insurance
Vision Insurance
‌
Entry Level Sales Rep
Alchemy Financial Group
Durham, NC
New
Entry-Level
‌
Customer Service Representative
PLS Financial Services
Durham, NC
New
Part-Time
Hospitality
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Senior Network Manager
Pearson
Durham, NC
New
‌
Senior Network Manager
Pearson Education Services
Durham, NC
New
‌
Customer Service Rep
HomeTeam Pest Defense
Durham, NC
New
Hourly
Dental Insurance
Vision Insurance
Education
$16 / hour
‌
Client Service Representative- Work from Home Financial Services Associate
Legacy Wealth Associates
🌎 Remote
New
Part-Time
Remote
Health Insurance
Flexible Schedule
‌
Remote Certified Financial Planner
TalentWealth
🌎 Remote
New
Remote
‌
Entry Level Financial Representative - Insurance Sales
Bankers Life
Raleigh, NC
‌
Financial Advisor
Atria Wealth Solutions
Raleigh, NC
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Raleigh, NC
Diversity Leader
$69.6k - $105k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America
Chapel Hill, NC
Diversity Leader
Eco-Friendly
$100k / year
‌
Financial Solutions Advisor Registration Candidate - Consumer Investments - Wakefield Financial Center
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Oracle Cloud Financial Consultant
Accenture
Raleigh, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Wealth Management Client Associate
Bank of America
Raleigh, NC
Diversity Leader
Eco-Friendly
‌
Sales Lead Generator
ARS-Rescue Rooter
Durham, NC
New
Part-Time
Hourly
Health Insurance
Vision Insurance
$18 - $20 / hour
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Raleigh, NC
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Raleigh, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Raleigh, NC
Diversity Leader
$119.5k - $272.1k / year
‌
Delivery Engineer (Sr Business Analyst) Remote
Broadridge Financial Solutions
🌎 Remote
$75k / year
‌
Licensed Agent Insurance Representative
Bankers Life
Raleigh, NC
Financial Representative Salary in Durham
Financial Representatives working in Durham, NC make an average annual salary of $56K and a maximum annual salary of around $90K.
Job Description
Working as a Financial Representative in Durham, NC
There are 342 Financial Representative opportunities available in Durham, 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 Durham, NC
Financial Representatives in Durham, NC Resume Data
Average Experience for Financial Representatives in Durham, NC
- More than 10 years: 59%
- 6-10 years: 30%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Durham, NC
- Bachelors: 40%
- Diploma: 29%
- Associates: 16%
- Masters: 13%
- Doctorate: 1%
Top Skill for Financial Representatives in Durham, NC
- Customer focus & orientation: 22%
- Attention to detail: 13%
- Work style: Reliability: 11%
- Customer service: 11%
- Sales skills: 10%
- Call center customer service: 8%
- Verbal communication: 8%
- Administrative assistant/receptionist: 7%
- Scheduling: 6%
- Data entry: Accuracy: 4%
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