Top 105 Insurance advisor Jobs in Charlotte, Nc

Client Success Manager
Quo Vadis Inc. —Matthews, NC
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Presentation skills
- Health savings account
- Paid holidays
Quick Apply
Commercial Lines, Account Manager (NC or remote)
NFP Corp —Charlotte, NC
- $60,000 - $95,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Paid time off
Customer Service Representative (Onsite – Charlotte, NC)
Food Sales East LLC —Charlotte, NC
- Full-time
- Office
- Administrative experience
- In-person
- Paid holidays
- Health insurance
Enterprise Customer Success Manager
ScreenCloud —Charlotte, NC
- Hybrid work
- Heavy lifting
- Research
- Office
- Disability insurance
- Health insurance
Client Administrative Manager
Steward Partners Global Advisory LLC —Charlotte, NC
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Charlotte
Florida Financial Advisors —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - Charlotte / Ballantyne, NC
Thrivent —Charlotte, NC
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Licensed Insurance Agents wanted for IMMEDIATE OPPORTUNITY
Advocate Health LLC —Charlotte, NC
- $1,000 - $100,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Sales
- Flexible schedule
Quick Apply
Financial Advisor
Northwestern Mutual —Huntersville, NC
- $61,000 - $119,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —North Carolina
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off
Virtual Financial Advisor - Charlotte
Thrivent —Charlotte, NC
- $21.64 - $24.04 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
CNO Financial Advisor - Hybrid Remote (NC)
CNO Financial Group, Inc. —Charlotte, NC
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Representative - SOUTH PARK
Northwestern Mutual —Charlotte, NC
- $50,000 - $250,000 a year
- Full-time
- Military
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
7d
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island
JPMorganChase —Charlotte, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
6d
WM Client Relationship Consultant
TIAA —Charlotte, NC
- $62,500 - $87,500 a year
- Online Application
- Mid-level
- Office
- Business development
Financial Advisor - Charlotte, NC
TowneBank —Charlotte, NC
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Client Service Specialist - Remote (Raleigh, NC or Charlotte, NC)
OneDigital —Charlotte, NC
- Part-time
- Remote
- Mid-level
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
7d
Financial Advisor - Charlotte, NC
TD Bank —Charlotte, NC
- $72,280 - $108,160 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
4d
Financial Advisor
First Command Financial Services, Inc. —Charlotte, NC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Customer Relations Representative - State Farm Agent Team Member
Aprille Shaffer - State Farm Agent —Charlotte, NC
- $45,000 - $65,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- 401(k)
- Paid time off
Quick Apply

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Client Success Manager

Quo Vadis Inc.
Matthews, NC

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Managing customer accounts
Customer communication
Customer relationship building
Client onboarding
Client rapport building
Account development
Mid-level
Business consulting
Presentation skills
Client retention
Technology advisory
Customer relationship management
Client growth strategy
Account management
Under 1 year

Full Job Description

If Building Relationships Is Your Superpower, We Should Talk.

We're not looking for a salesperson. We're looking for someone who genuinely enjoys building relationships, understanding businesses, identifying opportunities to help, and becoming a trusted technology advisor.

If you measure success by the strength of your client relationships rather than the number of deals you close, we'd love to meet you.

Who We Are

A fresh take on Managed IT (MSP), named Charlotte's Best IT Provider, helping businesses experience technology the way it should be: reliable, proactive, and backed by customer service people actually talk about.

We're a high-energy, people-first team that's passionate about doing excellent work, serving our clients well, and building what we call the Dream Team. We believe great companies are built by great people, and we're looking for someone who wants to grow with us.

Why This Role Matters

For more than 25 years, Quo Vadis has earned the trust of business leaders by building lasting relationships and delivering exceptional service.

As we enter our next phase of growth, we're looking for someone special, not simply to help steward the relationships we've spent decades building, but to help create the next generation of them.

You'll inherit a portfolio of established clients, welcome new clients brought on by our growing sales team, and play a key role as Quo Vadis expands through organic growth and future acquisitions.

This isn't about maintaining the status quo.

It's about becoming a trusted advisor to a growing portfolio of businesses and helping shape the future of a company that's just getting started.

What You'll Do

As our Strategic Account Manager, you'll become the primary relationship owner for your assigned portfolio of clients.

You'll conduct quarterly Technology Business Reviews (TBRs), helping business owners understand where they are today, where they need to go, and how technology can help them get there.

You'll identify opportunities before they become problems.

You'll advocate for your clients internally.

You'll challenge assumptions when necessary.

You'll ensure commitments are followed through.

You'll help clients make informed technology decisions that genuinely improve their businesses.

Most importantly...

You'll create Raving Fans.

This Role Is Perfect For Someone Who...

Loves building long-term business relationships.
Is naturally curious and asks great questions.
Has exceptional listening skills and high emotional intelligence.
Can comfortably communicate with CEOs and executive leadership.
Isn't afraid to respectfully challenge a client—or the President—when it's in the client's best interest.
Thinks strategically rather than transactionally.
Notices details others miss.
Takes ownership without waiting to be asked.
Finds satisfaction in helping businesses succeed.
Wants to grow alongside a rapidly growing company.

Experience We Value

We're far more interested in finding the right person than checking every box.

Experience in any of the following is a plus:

Strategic Account Management
Customer Success
Client Relationship Management
Business Consulting
Technology Consulting
IT Managed Services (MSP)
Executive Relationship Management

IT experience is helpful, but not required.

We'll teach you our technology.

We can't teach character, emotional intelligence, curiosity, and the ability to build trust.

What the Role Pays

We believe exceptional people deserve exceptional compensation.

We’re offering salary + quarterly bonus $120K+.

Base Salary: $60,000 – $80,000 (based on experience)
Quarterly Performance Incentives
Annual Performance Bonuses
Client Referral Bonuses
On-Target Earnings: $100,000 – $120,000+

We don't reward sales pressure.

We reward trusted advisors who grow client relationships the right way.

Why You'll Like It Here

Health insurance (we cover 50% of the employee premium), dental, vision, and a 401(k) with a 3.5% match.
Up to $120 per month toward internet and phone and up to $30 per month toward a gym.
Two weeks of PTO plus 13 paid holidays.
A fun, candid, bullpen-style team that keeps a high bar and still enjoys the work.

Our Core Values

Everything we do is guided by six Core Values:

People First
Dream Team
Do the Right Things
Honor Commitments
Turn Obstacles Into Opportunities
Go the Extra Mile

If these resonate with you, there's a good chance you'll love it here.

Ready to Build Something Bigger?

This isn't just another Account Manager position.

It's an opportunity to become one of the most trusted people in our clients' businesses while helping build the next chapter of Quo Vadis.

If building relationships is your superpower, we'd love to meet you.

Apply today.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Retirement plan
Vision insurance

Application Question(s):

Tell us about a client relationship you're most proud of building. What made it successful?
This role requires leading quarterly business reviews with CEOs and business owners. Tell us about your experience presenting, advising, or building relationships with executive-level clients.
Have you worked in Account Management, Customer Success, Client Relationship Management, IT, or a similar client-facing role? Tell us about your experience.
Are you able to reliably commute to Matthews NC every day? If so, how long is your commute?
Why do you think you'd be a great fit for Quo Vadis and this role?

Work Location: In person

Quick Apply

Refine Your Search

insurance advisor jobs in charlotte, nc

Client Success Manager

Commercial Lines, Account Manager (NC or remote)

Customer Service Representative (Onsite – Charlotte, NC)

Enterprise Customer Success Manager

Client Administrative Manager

Financial Advisor - Charlotte

Financial Advisor - Charlotte / Ballantyne, NC

Licensed Insurance Agents wanted for IMMEDIATE OPPORTUNITY

Financial Advisor

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

Virtual Financial Advisor - Charlotte

CNO Financial Advisor - Hybrid Remote (NC)

Financial Representative - SOUTH PARK

J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island

WM Client Relationship Consultant

Financial Advisor - Charlotte, NC

Client Service Specialist - Remote (Raleigh, NC or Charlotte, NC)

Financial Advisor - Charlotte, NC

Financial Advisor

Customer Relations Representative - State Farm Agent Team Member

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