Top 49 Insurance consultant Jobs in Charlotte, Nc

Investment Consultant - South Charlotte, NC
Charles Schwab —Charlotte, NC
- $27.40 - $39.28 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Individual Financial Consultant
TIAA —Charlotte, NC
- Online Application
- No experience needed
- Business development
- Organizational skills
WM Client Relationship Consultant
TIAA —Charlotte, NC
- $62,500 - $87,500 a year
- Online Application
- Mid-level
- Office
- Business development
Automotive Sales Consultant – $100K+ – $5K Signing Bonus
Lake Norman INFINITI —Charlotte, NC
- From $100,000 a year
- Full-time
- Dealership
- High school diploma or GED
- Driver's License
- Health insurance
- Dental insurance
Client Outreach/Retention Consultant
TIAA —Charlotte, NC
- $71,800 - $77,000 a year
- Online Application
- Mid-level
- Business development
- Continuous improvement
Benefits Consultant
Towne Insurance —Charlotte, NC
- Hybrid work
- Marketing
- Mid-level
- Office
- Profit sharing
- Paid training
Employee Health & Benefits Sales Consultant
Marsh McLennan Agency —Charlotte, NC
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Health insurance
- 401(k)
Senior Private Client Advisor (Remote - East Coast)
Marsh McLennan Agency —Charlotte, NC
- $66,000 - $123,100 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- 401(k)
Entry Level – Financial Advisor
Equitable Advisors —Charlotte, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Talent & Workforce Consulting Manager - Insurance
Accenture —Charlotte, NC
- $87,400 - $293,800 a year
- Full-time
- Oracle
- Travel
- US work authorization
- Paid holidays
- Disability insurance
7d
National Financial Consultants (NFC) - Plan Event Team-5
TIAA —Charlotte, NC
- $72,700 - $95,500 a year
- Online Application
- Mid-level
- Office
- Business development
- 403(b)
- Life insurance
Insurance Underwriting Business Analyst
Deloitte —Charlotte, NC
- $128,000 - $252,500 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Financial Advisor - Matthews, NC
Navy Federal Credit Union —Matthews, NC
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Office
- Finance
- Referral program
Employee Benefits Sr Population Health Management Consultant
USI Holdings Corporation —Charlotte, NC
- Hybrid work
- Nursing
- Microsoft Excel
- Up to 50% travel
- Wellness program
- Health savings account
Senior Transformation Consultant - Captive Insurance
Capgemini —Charlotte, NC
- Full-time
- Hybrid work
- Bachelor's degree
- Senior level
- Communication skills
- Paid time off
- Retirement plan
Quick Apply
Life Insurance Consulting Manager
Accenture —Charlotte, NC
- $87,400 - $293,800 a year
- Full-time
- 3 years
- Product management
- Travel
- Paid holidays
- Disability insurance
HR Reinvention Consulting Manager, Insurance
Accenture —Charlotte, NC
- $87,400 - $293,800 a year
- Full-time
- Oracle
- Writing skills
- Presentation skills
- Paid holidays
- Disability insurance
Senior Director, Absence, Disability Management and Life Insurance (ADML)
WTW —Charlotte, NC
- $160,000 - $185,000 a year
- Full-time
- Up to 50% travel
- Writing skills
- Bachelor's degree
- Paid jury duty
- Health savings account
Senior Risk Management/Loss Control Consultant or Safety Professional (Remote in Raleigh or Greensboro, NC areas)
Amerisure Insurance —Charlotte, NC
- Full-time
- Hybrid work
- Clean driving record
- 5 years
- Microsoft Office
- Profit sharing
- Health insurance
P&C Insurance (Personal & Commercial) Transformation Manager
Accenture —Charlotte, NC
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance

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insurance consultant jobs near charlotte, nc

Investment Consultant - South Charlotte, NC

Charles Schwab -
Charlotte, NC

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Job Details

$27.40 - $39.28 an hour
2 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Series 7
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of
their financial futures. In a collaborative, inclusive environment, you’ll build meaningful
relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first
step on the path toward becoming a Financial Consultant. This role is designed for
individuals who are motivated to learn, comfortable taking initiative, and excited to grow
through hands-on experience.

You’ll develop core consulting skills through proactive client outreach, needs-based
conversations, and solution positioning—while learning alongside experienced Financial
Consultants who provide coaching, mentoring, and real-time feedback. This is a role where
curiosity, effort, and coachability matter just as much as prior experience.

Apply active listening and thoughtful questioning to align solutions to client goals
Build relationship management skills through timely, accurate, client-focused support
Manage priorities effectively across outreach, follow-up, and administrative work
Demonstrate resilience and motivation in achieving individual and team goals
Collaborate with Financial Consultants and branch leaders to enhance client
experience
Take ownership of your learning, results, and professional growth

Why you’re set up for success:

Schwab Training and Development

Start with Wealth Management University—a four-week, live virtual program
designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in
your branch, partnering with your manager, peers, and mentors for guidance aligned to
your goals.

Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear
path to a Financial Consultant position for those looking to deepen client relationships,
business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to
explore leadership, expanded branch roles, or opportunities across service and support
teams. You’ll be supported by leaders who invest in your growth and continuous
development over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:

Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals

Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and
contribute to client and business outcomes

Adaptability

Actively seek, receive, and apply feedback to strengthen performance

Adapt to evolving client needs, business priorities, and new information with a flexible,
solutions-oriented approach

Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach,
follow-ups, and ongoing development

Stay organized and focused in a fast-paced environment to meet deadlines and deliver
consistent results

Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify
appropriate solutions

Communicate clearly and persuasively to build trust, align on next steps, and guide
client decisions

Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to
business growth

Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

insurance consultant jobs in charlotte, nc

Investment Consultant - South Charlotte, NC

Individual Financial Consultant

WM Client Relationship Consultant

Automotive Sales Consultant – $100K+ – $5K Signing Bonus

Client Outreach/Retention Consultant

Benefits Consultant

Employee Health & Benefits Sales Consultant

Senior Private Client Advisor (Remote - East Coast)

Entry Level – Financial Advisor

Talent & Workforce Consulting Manager - Insurance

National Financial Consultants (NFC) - Plan Event Team-5

Insurance Underwriting Business Analyst

Financial Advisor - Matthews, NC

Employee Benefits Sr Population Health Management Consultant

Senior Transformation Consultant - Captive Insurance

Life Insurance Consulting Manager

HR Reinvention Consulting Manager, Insurance

Senior Director, Absence, Disability Management and Life Insurance (ADML)

Senior Risk Management/Loss Control Consultant or Safety Professional (Remote in Raleigh or Greensboro, NC areas)

P&C Insurance (Personal & Commercial) Transformation Manager

I want to receive the latest job alert for insurance consultant in charlotte, nc

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