Financial Services Representative Jobs in North Carolina
Financial Services Representative jobs in North Carolina are open across Charlotte, Asheville, and Chapel Hill and other North Carolina metros, with employers like Northwestern Mutual, The Western and Southern Life Insurance Company, and State Farm hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 29+ Financial Services Representative jobs
Benefits:
- Simple IRA
- Hiring bonus
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
Our agency opened in 2013 and is a strong team of eight focused on growth, performance, and delivering a great customer experience. Before becoming a State Farm agent, I worked as a mortgage loan officer, bringing a strong financial background into the business.
I’m a graduate of UNC Charlotte, married, and have a dog named Ozzie. I’m also a big fan of the Carolina Panthers and Charlotte FC. We stay highly involved in the community through the Chamber of Commerce, the Realtors Association, and by supporting organizations like Catherine’s House.
For our team, we offer a Simple IRA, health benefits, a hiring bonus, annual team travel, quarterly team events, and a strong focus on work-life balance.
Our office culture is high-energy, optimistic, and growth-focused. We’re a close-knit team looking for someone who brings a positive attitude and is motivated to improve and grow - someone who wants to build a career while being part of a supportive, driven environment.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Phil Champion - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- Active Life & Health license (required or ability to obtain quickly)
- FINRA Series 6/63/65 or 7 license preferred
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
Benefits:
- Simple IRA
- Hiring bonus
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
ABOUT OUR AGENCY:
Our agency opened in 2013 and is a strong team of eight focused on growth, performance, and delivering a great customer experience. Before becoming a State Farm agent, I worked as a mortgage loan officer, bringing a strong financial background into the business.
I’m a graduate of UNC Charlotte, married, and have a dog named Ozzie. I’m also a big fan of the Carolina Panthers and Charlotte FC. We stay highly involved in the community through the Chamber of Commerce, the Realtors Association, and by supporting organizations like Catherine’s House.
For our team, we offer a Simple IRA, health benefits, a hiring bonus, annual team travel, quarterly team events, and a strong focus on work-life balance.
Our office culture is high-energy, optimistic, and growth-focused. We’re a close-knit team looking for someone who brings a positive attitude and is motivated to improve and grow - someone who wants to build a career while being part of a supportive, driven environment.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Phil Champion - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Identify customer needs and present tailored insurance solutions.
- Proactively generate and follow up on leads to drive new business.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- Active Life & Health license (required or ability to obtain quickly)
- FINRA Series 6/63/65 or 7 license preferred
- Previous experience in financial services and/or insurance
- Strong communication and analytical skills
- Professional, trustworthy, and customer-focused demeanor
See All 29 Financial Services Representative Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Financial Services Representative Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual10
- The Western and Southern Life Insurance Company8
- State Farm7
- UNC Health2
- Allstate Insurance1
Top Industries Hiring
- Insurance27
- Investment & Asset Management3
- Healthcare & Medical Services2
- Banking & Financial Services1
What North Carolina Employers Look For
The qualifications that appear most often in financial services representative jobs across North Carolina.
- Active Series 6, Series 7, or Series 63 FINRA license, or willingness to obtain within 90 days
- One to three years of customer-facing sales or financial services experience
- Proficiency with CRM platforms such as Salesforce or proprietary banking systems
- State insurance license (life, health, or property and casualty depending on role)
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including checking, savings, loans, and investment accounts
Financial Services Representative Jobs in North Carolina: Frequently Asked Questions
How many financial services representative jobs are there in North Carolina?
There are 29+ financial services representative openings in North Carolina on Migrate Mate as of June 2026, with the most roles in Charlotte, Asheville, and Chapel Hill. New positions post regularly as employers across North Carolina hire.
Which North Carolina cities have the most financial services representative jobs?
Charlotte, Asheville, and Chapel Hill have the most financial services representative openings in North Carolina right now, with additional roles spread across smaller metros statewide.
Which companies hire financial services representatives in North Carolina?
Employers hiring financial services representatives in North Carolina include Northwestern Mutual, The Western and Southern Life Insurance Company, and State Farm, based on current listings on Migrate Mate as of June 2026.
Are there remote financial services representative jobs in North Carolina?
Yes. About 14% of financial services representative openings tied to North Carolina are remote or hybrid as of June 2026. The rest are on-site roles based in North Carolina metros.
How do I apply for financial services representative jobs in North Carolina?
You can apply to financial services representative jobs in North Carolina directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred North Carolina location, then apply to each one that fits.
See All 29 Financial Services Representative Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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