Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Services Staff Manager (Charlotte, NC)

Full-time

The Western and Southern Life Insurance Company

Are you prepared to explore the possibilities?

The Western and Southern Life Insurance Company seeks a dynamic and experienced Financial Services Staff Manager to join our team. In this role, you will oversee the recruitment, training, and development of financial representatives, ensuring they have the tools, resources, and support necessary to succeed. The ideal candidate will have a strong background in financial services, excellent leadership skills, and a passion for helping others achieve their financial goals.

As a Financial Services Staff Manager, you will:

Recruit, develop, and engage your team of financial representatives, assuming accountability for achieving the sales goals established for your staff or agency.

  • Deliver training that enhances the skills and knowledge of your financial representative staff by providing ongoing coaching and mentorship.
  • Monitor and evaluate the performance of financial representatives, providing constructive feedback and implementing improvement plans as needed. Set performance goals and track progress to ensure alignment with company objectives.
  • Work closely with financial representatives to develop and maintain strong client relationships, assisting in resolving client issues and ensuring a high level of client satisfaction.

Compensation & Benefits:

  • Competitive salary with performance-based incentives.
  • Comprehensive benefits package, including medical, dental, a company-funded pension plan, long-term incentive rewards, and a generous 401(k) match.
  • Opportunities for professional development and career advancement.
  • Collaborative and supportive work environment.
  • The backing of a company consistently recognized for its financial stability, operating performance, and over 135 years of financial strength.

Minimum Qualifications:

  • A State Life and Health Insurance license is required.
  • Series 6 preferred, and Series 63 (where required).
  • Minimum of two years of experience in life insurance sales.
  • Proven ability to recruit, train, and develop high-performing teams.
  • Strong problem-solving skills and the ability to make sound decisions under pressure.

If you are ready to be challenged, we encourage you to explore the possibilities and apply today!

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Staff Manager (Charlotte, NC) in Charlotte, NC vacancy
  • $22 per hour

     ...companies and experiences As the leading foodservice and support services company, Compass Group USA is known for our great people,...  ...Please note: Candidates for this role MUST reside in the Charlotte, NC area.  Summary: Working as a Payroll Specialist II, you will... 
    Suggested
    Part time
    Local area
    Remote work
    Flexible hours

    Compass Corporate

    Charlotte, NC
    a month ago
  • $170k - $210k

     ...Clinical Account Manager/Senior Clinical Account Manager - Charlotte, NC At Sobi, we believe diversity...  ...Sobi's products and services to a defined customer base...  ...match to support your financial future. Tuition and...  ...and happiness of our staff. Sobi Culture At Sobi... 
    Suggested
    Temporary work
    Summer work
    Local area
    Remote work
    Relocation
    Night shift

    Sobi

    Charlotte, NC
    4 days ago
  • $165.6k - $209.6k

     ...future together:The Reimbursement Business Manager (RBM) is a critical front-line member...  ...-through, and understanding of access services and program support as it relates to...  ...Alliance partners.When & where:Greater Charlotte, NC areaIn the field 4 days a weekDiscover... 
    Suggested
    Full time
    Local area
    Remote work

    Regeneron Pharmaceuticals

    Charlotte, NC
    2 days ago
  • $33.28k - $37.44k

     ...About the Role: The Customer Service Representative is...  ...135 South Stream Boulevard, Charlotte, NC 28217​ Schedule: ​8 AM to...  ...customers with available support or financial assistance programs when...  ...in healthcare revenue cycle management, supporting hospitals and physician... 
    Suggested
    Hourly pay
    Full time
    Work at office

    Med A/Rx

    Charlotte, NC
    1 day ago
  •  ...a motivated individual to fill the role of a HVAC/R Service Assistant Technician in Charlotte, NC area (in our Energy Force LLC Division of Budderfly)....  ...capitalized and provides our clients with the ability to manage their energy and utility bills and optimize efficiency... 
    Suggested
    Relocation package
    Night shift
    Weekend work

    Budderfly, Inc.

    Charlotte, NC
    26 days ago
  • $70k - $95k

     ...Industrial & Mechanical Equipment Location: Charlotte, NC (Greater Charlotte Area) Compensation:...  ...-established industrial equipment and services provider specializing in power plant,...  ...a motivated  Account Representative to manage customer relationships throughout the... 
    Full time
    For subcontractor
    Work at office
    Local area

    GD Resources

    Charlotte, NC
    a month ago
  • $18 - $25 per hour

     ...fast-growth, private equity-backed energy management outsourcing company that is committed...  ...the world a better place! Location: Charlotte, NC Saving the World! Help Wanted… Budderfly...  ...to fill the role of a  HVAC/R Service Assistant Technician in Charlotte, NC... 
    Extra income
    Relocation package
    Night shift
    Weekend work

    Budderfly

    Charlotte, NC
    12 days ago
  • $1,500 per month

     ...health and HHS focus). Headquartered in Atlanta, Georgia and NC, respectively. Three active staffing contracts today; the...  ...delivery, multi-state coverage Negotiate and sign Master Service Agreements Manage the 30-day trial conversion in partnership with the... 
    Contract work
    Remote work

    The Wilkinson Firm

    Charlotte, NC
    4 days ago
  •  ...Description Job Description Director of Service Operations - Industrial Machinery - Base Salary to 140k/year - Charlotte, NC Our client, a well-established manufacturer...  ...administration, and parts operations Manage work order processing, technician scheduling... 
    Work at office

    AllSearch Professional Staffing

    Charlotte, NC
    12 days ago
  • $25 - $30 per hour

     ...positive attitude! No experience required, however, customer service, sales or marketing experience would be preferred. All you really...  ...Renewal by Andersen personnel to set up a potential interview. Sales Lead Generator - Charlotte, NC Charlotte, NC - Marketing... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Weekend work

    Renewal By Andersen

    Charlotte, NC
    1 day ago
  • $159.49k - $215.78k

     ...DescriptionTerritory covers: Charlotte, NC; Raleigh, NC; Greenville, NC;...  ...transforming your career.Key Account Manager - CardiovascularLiveWhat you...  ...understand and identify key staff and departments that...  ...insights from clinic economics/financial performance.Ability to analyze... 
    Full time
    Remote work
    Home office
    Flexible hours

    Amgen

    Charlotte, NC
    13 hours ago
  • $120k - $140k

     ...Psychiatry Account Manager - Charlotte West, NC Requisition ID: 8068 Location: Charlotte, NC, US Territory: Charlotte West, NC - Psychiatry Target city for territory is Charlotte - will consider candidates who live within 40 miles of territory boundaries with access... 
    Work at office
    Local area
    Flexible hours

    Lundbeck

    Charlotte, NC
    1 day ago
  • $280k - $325k

     ...Sr Enterprise Account Executive - Charlotte, NC Harness is the AI Software Delivery Platform...  ..., 3T protected API calls, and helped manage $2.8B in cloud spend enabling customers...  ...note, we do not ask for sensitive or financial information via chat, text, or social media... 
    Local area
    Immediate start
    Flexible hours
    Shift work

    Harness

    Charlotte, NC
    5 days ago
  •  ...Account Executive, CoStar Data & Analytics Charlotte, NC CoStar Group is a leading global...  ...for selling new business while managing and growing your client portfolio through...  ...platforms or tools, commercial real estate, financial services, business intelligence, marketing,... 
    Full time

    CoStar Group

    Charlotte, NC
    4 days ago
  •  ...Job Description Job Description Outside Account Manager – Charlotte, NC Join the Sofo Foods Sales Team At Sofo Foods, we're committed to delivering exceptional products and service to our customers—and that starts with exceptional people. As we continue to grow... 
    Work at office

    ANTONIO SOFO & SON

    Charlotte, NC
    a month ago
  • $120k - $140k

     ...Territory: Charlotte West, NC - Psychiatry Target city for territory is Charlotte - will consider candidates who live within 40 miles...  ...Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio,... 
    Full time
    Work at office
    Local area
    Flexible hours

    Lundbeck

    Charlotte, NC
    2 days ago
  • $68k - $70k

     ...Description   Position Title: CATERING MANAGER - CHARLOTTE NC   Salary: $68000 - $70000 / yr...  ...-up Train, schedule, and develop service staff, and partner closely with the F&B...  ...with a sharp eye for detail Manage financial results, including analysis and accurate... 
    Local area
    Remote work
    Flexible hours

    Eurest

    Charlotte, NC
    16 days ago
  • Accenture is a leading solutions and services company that helps the world’...  ...:As an HR Reinvention Manager, you will lead and shape how...  ...understand allocations of HR staff time and effort; compare to industry...  ...6181 W Centinela Ave, Corp; Charlotte, 1120 S Tryon St., Corp;... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    3 days ago
  • $155k - $165k

     ...Director of Food Safety & Quality Systems - Charlotte, NC Salary: $155,000- $165,000 / yearly...  .... YOUbring enthusiasm, customer service, and commitment; we’ll supply theopportunityand...  ...and optimize the Food Safety & Quality Management System (FSQMS) across all facilities.... 
    Local area
    Remote work

    Compass Group USA

    Charlotte, NC
    1 day ago
  •  ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...  ...experience in Private Banking or Financial Services Bachelor's Degree required Series 7, 66... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Charlotte, NC
    4 days ago
  • $50k - $55k

     ...driven Finance & Insurance (F&I) Manager to join our growing team in the Northlake Mall area of Charlotte, NC.   In this role, you will...  ...gap between our sales team, financial institutions, and customers....  ...financing options, extended service contracts, credit protection,... 
    Permanent employment
    Contract work
    Temporary work
    Work experience placement
    Local area
    Shift work

    Randstad

    Charlotte, NC
    3 days ago
  •  ...Finance & Insurance Manager Our client is seeking an energetic...  ...the Northlake Mall area of Charlotte, NC. In this role, you will bridge...  ...gap between our sales team, financial institutions, and customers....  ...financing options, extended service contracts, credit protection... 

    Randstad

    Charlotte, NC
    4 days ago
  •  ...Client Support Specialist in the Greater Charlotte Metro area! While you will work from...  ...$1 million, and therefore have complex service and investment needs. In this role, you...  ...years of previous experience working in the financial services industry Strong technological savvy... 
    Full time
    Remote work

    Fidelity Communications

    Charlotte, NC
    4 days ago
  • $99k - $266k

     ...OpportunityAs an Insurance Tax Manager, you will play a...  ...and mentoring junior staff. You are accountable...  ...will review and analyze financial data, prepare and file...  ...and innovation in tax services- Managing projects...  ...Boston; CA-Los Angeles; NC-Charlotte; IL-Chicago; MN-Minneapolis... 
    Full time
    H1b

    PwC

    Charlotte, NC
    13 hours ago
  • $164.99k - $201.66k

     ...Hybrid | New York City; Cary or Charlotte, North CarolinaWe’re a leader...  ...AI. Through our software and services, we inspire customers around...  ...Executive, you will be co-managing and growing SAS’ footprint with...  ...-level sales cycles in financial services.Ability to analyze and... 

    SAS Institute

    Charlotte, NC
    1 day ago
  •  ...Job Description Job Description Business Development Manager - Building Products - Base Salary to 120k/year - Charlotte, NC Our client is a manufacturer of exterior building products serving professional contractor, dealer, and distributor channels. They are... 
    For contractors

    AllSearch Professional Staffing

    Charlotte, NC
    a month ago
  • $100k

     ...Account Executive – Healthcare and Support Services The Sales Account Executive –...  ...able to provide valuable insights to hiring managers and internal recruiters. Proactively prospect...  ...package. We believe in offering all our staff work flexibility as we’ve seen how life-... 
    Full time
    Work from home

    Phaxis

    Charlotte, NC
    2 days ago
  • $100k - $130k

     ...quality and excellence across a range of products and categories.The Manager of Broker and Key Accounts leads commercial performance by...  ...growth, Distribution expansion, Activation objectives, and financial plan delivery across the market.Additionally, the Manager, Broker... 
    Local area
    Relocation

    Beam Suntory

    Charlotte, NC
    1 day ago
  •  ...includes offices in VA (Roanoke & Richmond), NC (Charlotte & Raleigh), MD (Silver Spring), and WV...  ...Branch Office, however the hiring manager will consider candidates near the branches...  ...claims questions, provides additional services as required and takes action as... 
    Live in
    Work at office

    Erie Insurance Group

    Charlotte, NC
    3 days ago
  • $100k - $120k

     ...We are hiring immediately for a FINANCE MANAGER position. Location : Note: online...  ...is recognized worldwide for standards of service and excellence within the foodservice...  ...individual-contributor role combines global financial consolidation, monthly close, billing... 
    Full time
    Contract work
    Part time
    Local area
    Immediate start
    Remote work
    Worldwide
    Monday to Friday
    Flexible hours

    Eurest

    Charlotte, NC
    12 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Staff Manager (Charlotte, NC). Be the first to apply!