Top 213 senior client representative Jobs in morrisville nc

Insurance Agent with Training
Polk Region - Modern Woodmen of America —Raleigh, NC
- $88,900 - $117,000 a year
- Full-time
- Hybrid work
- Military
- 11+ years
- Office
- Health insurance
- Dental insurance
Quick Apply
9d
Sr. Scientist II - Biotech , Mass Spec
Alcami Corporation —Durham, NC
- Full-time
- Doctoral degree
- Master's degree
- Ability to lift 50 pounds
Commissioning Manager
Thalle Construction Company —North Carolina
- Construction site
- Ability to lift 50 pounds
- Budgeting
- Paid holidays
- Disability insurance
Quick Apply
Occupational Therapist, (OT) - Home Health Senior Living
BAYADA Home Health Care —Raleigh, NC
- Part-time
- Mid-level
- Office
- Home Health
- Mileage reimbursement
- 401(k) matching
Quick Apply
1d
Senior Automation Engineer
QCS Staffing —North Carolina
- Contract
- Senior level
- Communication skills
Senior Outside B2B Sales Executive
Wholesale Payments —North Carolina
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
4d
Weekend Physical Therapist, (PT) - Senior Living
BAYADA Home Health Care —Raleigh, NC
- Weekends as needed
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Mileage reimbursement
- Paid holidays
Quick Apply
Senior Field Sales Representative ( Next Gear)
Cox Automotive —North Carolina
- $59,000 - $88,400 a year
- Full-time
- Dealership
- Master's degree
- Driver's License
- Paid jury duty
- Paid holidays
Commercial Real Estate Loan Specialist
First Horizon Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
Lead Licensed Plumber
ABM Industries —Raleigh, NC
- $35 - $40 an hour
- Weekends as needed
- 6 years
- Word processing
- Computer literacy
Senior Superintendent (Data Center)
Everforth CyberCoders —Raleigh, NC
- Extended hours
- Construction site
- High school diploma or GED
- Travel
- Health insurance
- 401(k)
Quick Apply
2d
Client Representative II
Lenovo —Morrisville, NC
- Full-time
- Mid-level
- Office
- Travel
10d
Receptionist
Arietis Health —Cary, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Dental insurance
Quick Apply
5d
Executive Assistant
North Carolina State University —Raleigh, NC
- $37,306 - $86,062 a year
- Full-time
- Writing skills
- Office
- 3 years
- Paid holidays
- Disability insurance
Client Service Associate
Gallagher —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
Account Executive
Dex Imaging —Raleigh-Durham, NC
- $60,000 - $150,000 a year
- Full-time
- Business development
- Driver's License
- Driving
- Paid holidays
- Health insurance
Quick Apply
Senior Talent Acquisition Specialist
Pacific West Site Services, Inc. —Durham, NC
- $95,000 - $105,000 a year
- Full-time
- Ability to walk for extended periods
- 3 years
- Driver's License
4d
Senior Manufacturing Technician - Sterile Injection - 1st Shift
Alcami Corporation —Morrisville, NC
- Full-time
- Management
- 5 years
- Computer literacy
IT Analyst
NV5 —Cary, NC
- Full-time
- Mid-level
- Office
- Trade school
- Health insurance
- Dental insurance
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —Cary, NC
- Weekends as needed
- Remote
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
Quick Apply

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Insurance Agent with Training

Polk Region - Modern Woodmen of America
Raleigh, NC

Quick Apply

Job Details

Full-time
$88,900 - $117,000 a year
9 days ago

Benefits

Health insurance
Dental insurance
401(k)
Work from home
Vision insurance
401(k) matching
Professional development assistance
Opportunities for advancement
Flexible schedule
Life insurance
Referral program

Qualifications

Insurance needs analysis
Insurance products customer support
Financial sales
Financial services customer support
Referral-based lead generation
Military
Sales referrals
Client inquiry handling
11+ years
Managing client accounts
Business development
Customer engagement
Sales development
Financial goal setting advisory services
Business development within finance
Insurance planning
Meeting or exceeding sales goals
Client referrals
Community relationship building
Insurance sales
Relationship building in financial sales
Entry level

Full Job Description

Benefits:

401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Are you a former athlete or someone who has always had a relentless competitive spirit? Do you thrive on challenges and achieving greatness in your career and beyond? The Polk Region at Modern Woodmen of America is ready to add a new Insurance Agent (future Financial Representative once licensing is achieved) to our team. We are a dedicated group of driven, ambitious professionals, eager to impact people’s lives as we rapidly expand our offices across the region.

At the Polk Region of Modern Woodmen, our mission is to remain a top-tier holistic financial planning firm dedicated to providing needs-based solutions that empower our clients to achieve their dreams and safeguard their futures. Inspired by the care and thoroughness of a family physician’s office, we prioritize personalized service, meeting with clients annually to perform financial “checkups” and ensure their plans operate at peak efficiency.

We specialize in both investment and protection, offering expert guidance at every stage of life. Over the next five years, we are committed to growing our team from 32 to 50+ advisors while maintaining our client-first, needs-based philosophy. This growth will be accompanied by sustaining or increasing our advisors’ average income, currently $145,000 annually, including for first-year advisors. Our success is built on robust mentorship programs with senior advisors and tailored business development plans for each new team member. We also require a strong commitment to professionalism, with advisors achieving Series 65/66 licensing within their first year.

Beyond our professional achievements, we are deeply committed to giving back to the communities we serve. We proudly support charities and actively participate in events and donations with local police, fire departments, food pantries, and nonprofits dedicated to helping young children thrive.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization.Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Check out the varying backgrounds of some of our local leaders:

Daniel Polk - Regional Director

Personal Background: Devoted father and husband; played professional football in the German Football League before beginning with Modern Woodmen in 2012.
Outside Interests: Enjoys playing with his young kids, boating at the lake with his wife and friends, hunting, and playing golf.
Vision at Modern Woodmen: Found a supportive home in a region that prioritizes people, offers a judgment-free environment, and empowers families to build better lives.

Zach Mcdowell - Managing Partner:

Began his career with Modern Woodmen in 2015.
Formerly was a chemical engineer for Merck and Biogen before beginning with MW.
Personally: Loves spending time with his wife and two daughters. Enjoys golfing, fishing, and traveling.

Shaye Polk - Financial Representative:

Started with Modern Woodmen in 2022.
Formerly spent 16 years as an adult medicine PA and had a practice of about 700 patients/clients.
Personally: Enjoys watching football, tailgating, playing golf, and exploring great restaurants.

Clay Lockamon - Financial Representative:

Began his career with Modern Woodmen in 2019.
Was a college baseball player at UNC-Wilmington before starting with MW.
Personally: Loves being a father and spending time with his daughter. Enjoys boating, duck hunting, playing golf, and spending time with friends.

Role Responsibilities:

Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Target Achievement: Meet or exceed business development goals.

Perks/Benefits:

Strong Income Opportunity.
Potential to earn client member leads.
Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
Exclusive training/development with the financial services professional supporting you.
An environment and culture of mutual support and growth.
Attainment of prestigious credentials and recognition.
Consistent opportunities for growing your income and character.
Strong benefits and retirement package.
Dental, health, and vision insurance
Flexible schedule
Life insurance
Professional development assistance
Referral program

Qualifications:

Team-Oriented
Enthusiastic
Positive Attitude
Self-Starter
Community-Focused
Coachable
Athletic Background (bonus)
Military Background (bonus)
Goal-Driven
Willingness to Obtain State Insurance License
College Degree (preferred, not required)

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.

Quick Apply

Refine Your Search

senior client representative jobs in morrisville nc

Insurance Agent with Training

Sr. Scientist II - Biotech , Mass Spec

Commissioning Manager

Occupational Therapist, (OT) - Home Health Senior Living

Senior Automation Engineer

Senior Outside B2B Sales Executive

Weekend Physical Therapist, (PT) - Senior Living

Senior Field Sales Representative ( Next Gear)

Commercial Real Estate Loan Specialist

Lead Licensed Plumber

Senior Superintendent (Data Center)

Client Representative II

Receptionist

Executive Assistant

Client Service Associate

Account Executive

Senior Talent Acquisition Specialist

Senior Manufacturing Technician - Sterile Injection - 1st Shift

IT Analyst

Licensed Medicare Insurance Agent (Remote)

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