Finance representative jobs in Greenville, NC

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail. "This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status." Responsibilities: Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment. Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate. Contact insurance carriers or other sources and act as an advocate for the patient. Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved. Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations. Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage. Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service. Maintain accurate documentation of pre-processing information. Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency. Perform all other duties and projects as assigned. Required Qualifications: High school diploma is required At least one year of call center experience Attention to detail Strong customer service experience Ability to multi-task and navigate between multiple systems simultaneously Ability to handle a large volume of incoming calls Desired Qualifications: Previous experience as a financial counselor with background in medical terminology preferred Understanding of State and Federal assistance Physical Requirements: See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands. Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment. Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations. Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc. Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.). For this US-based position, the base pay range is $14.92 - $20.24 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. (“the Company”) is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

Job Title: Patient Financial Services Advisor FLSA Status: Non -Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. Location & commitments FT/PT/Temp/PRN role based at our Greenville (other) location, Monday-Friday, 8a.m. - 5 p.m. Additional hours may be required to meet the needs of the business. Weekend work is rare but can occasionally be necessary. Supervision Received: Reports to the QMS Operations Supervisor and Operations Manager. Supervision Exercised: None. Typical Physical Demands: Work is performed in a high-volume office environment, which can be stressful at times. Involves frequent communication with patients, staff members and other medical facilities. Typical Working Conditions: Work requires sitting for long periods of time, some stooping, bending, and stretching may be required. Requires manual dexterity sufficient to operate a keyboard, type 40-wpm, telephone, fax machine and any other office equipment as necessary. Vision must be correctable to 20/20 and hearing must be within the normal range for telephone contacts. About the role The Patient Financial Services Advisor I is responsible for the research, investigation, and resolution of outstanding medical patient accounts receivable. The Patient Financial Services Advisor I is also responsible for communication and resolution of patient inquiries and negotiate payment plans; distribute and monitor calls requiring additional research, receiving payment, and posting amount to customer's account; preparing statements to credit department if customer fails to respond; and keeping records of collection and status of accounts. The Patient Financial Services Advisor I assist with maintaining assigned accounts receivables at appropriate levels. The Patient Financial Services Advisor I contact patients and insurance department on delinquent accounts. Responsibilities: Make outgoing phone calls to patients to secure acceptable payments, payment arrangements, and or obtain necessary medical billing insurance information. Receive incoming phone calls from patients to discuss statements and collect payments. Review daily/weekly reports and update accounts accordingly. Prepare and present reports on collection activities and process -when requested Track and monitor outstanding accounts receivable balances for determination of next steps in the medical collections process. Provide clear communication and excellent customer service on collection issues to patients, and internal business associates (physicians, office staff, management, etc.). Updating the practice management billing system to identify actions that have been taken on the account. Adhering to the Fair Debt Collection Practices Act (FDCPA) and all applicable HIPAA, state/National laws governing the collection of outstanding medical accounts receivable. Processing patient financial assistance discount applications, using established Federal Poverty Guidelines. After investigation, resubmit claims or submit corrected claims. Write and submit denials to third party payers. Negotiate and advise on collection of overdue bills and take appropriate action to recover overdue payments. Responsible for developing, implementing, maintaining, and managing organization policies on collection practices. May work with legal counsel regarding more complex collection cases. Completes work request timely and in accordance with instruction and production goals. Performs all the tasks necessary to maintain current and accurate account information in each of the appropriate systems (i.e., entering notes, claims on hold). Brings problems and troubling accounts, as well as related questions, to his/her immediate supervisor's attention daily. Perform other duties/projects as assigned by management. Candidate requirements: High school diploma or equivalent; Associate's/Bachelor's degree is preferred. At least 2-3 years of relevant experience in medical patient collections within a hospital or healthcare practice required. Clear, professional communication skills, specifically telephone voice and technique. Experience with an Electronic Medical Record (EMR) and practice management system is required. Proficiency utilizing Microsoft Office suite of products. Knowledge of Medicare/Medicaid and major insurance carriers preferred. Working knowledge of the Fair Debt Collection Practices Act (FDCPA) preferred. Working knowledge of ICD-9 / CPT medical coding and billing, and Medical terminology preferred. Strong analytical and research skills. Problem-solving and critical-thinking skills Ability to submit appeals with supportive medical documentation. Ability to apply correct deductible, co-insurance, co-payment. Ability to apply correct benefits for Par, non-par provider, single case agreement. Excellent communication and interpersonal skills, both verbal and written. Ability to establish and maintain effective working relationships with patients, employees, and the public. Must be well organized, detail-oriented and have good time management skills. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client. Determines specific customer needs and ensures that appropriate market transactions are executed. Provides advice to customers on personal investment product purchases. Maintains expertise with the current investment product portfolio to ensure optimum marketing potential. Keeps informed of industry product trends and issues; identifies opportunities for improvement and makes recommendations to management. Job Requirements * College degree or equivalent experience required. * 2-4 years relevant experience. * Certification/License: Series 6, 63, 7, 24, 65 and life insurance licenses required. * Ability to foster and cultivate relationships with prospective and existing customers. * Excellent presentation skills to enhance the organization's image to prospective customers. * Ability to communicate effectively and clearly to a broad range of existing and potential customers. * Ability to acquire and maintain changing product information for all products supported, as well as maintaining a broad knowledge of the industry and the ability to keep informed of trends and developments. * Innovation and flexibility are essential to meet the demands of an ever-changing market. * Excellent analytical skills are needed to recommend the appropriate products and services to customers. * Ability to work with a team and share knowledge and skills. * Ability to conduct business in a highly ethical manner which keeps in line with regulatory requirements. The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction. Position Duties: * Achieve or exceed individual revenue goals as defined on an annual basis. * Meet or exceed all branch matrix goals for assigned territory if applicable. * Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with FA role as evidenced on internal / external audits, compliance items and customer-initiated complaints. * Maintain required continuing education professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations. * Execute on key internal partnering activities including regular branch visits, banker / branch trainings and area meetings. * Create strong external relationships in an effort to develop referral sources and meet appointment objectives. * Network in the community to enhance the bank's image and forge relationships. * Provide active mentoring and coaching to the Assistant Financial Advisor. Qualifications: * Bachelor's Degree or Equivalent * Experience providing investment guidance and advice to clients. * Must be able to demonstrate a superior record of sales achievement while maintaining high ethical standards. * Experience: Between 2-4 years * Licenses/Certifications: FINRA licenses 7 and 66, or 7 and 63 and 65 as well as appropriate state insurance licenses required. Specialized Knowledge: * Ability to effectively communicate and coach while responding to all customer inquiries in an efficient manner. * Superior sales skills and have a command of all aspects of investment and insurance products including mutual funds and annuities. * Thorough understanding of economic principles and compliance standards.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Company car Company parties Competitive salary Free food & snacks Health insurance Opportunity for advancement Paid time off Parental leave Profit sharing Training & development Wellness resources Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Sales Rep. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Maintain a strong work ethic with a total commitment to success each and every day. Requirements Series 6, 63, 65 required or able to obtain Must have proven track record of Financial Services Sales 3+ years' prior experience in Financial Services Sales Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Organizational skills Self-motivated How to Apply: Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you! **************************** Cory Kennedy - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service Job responsibilities Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want. Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. Qualities of a successful candidate: * Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. * Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation * Customer Service Skills: Builds trust and confidence with clients * Adaptability: Has the ability to learn and adapt quickly to new information and technology * Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships * Influence: Capable of building rapport with different personalities to drive positive results * Agility: Able to process information and move quickly through problem resolution Responsibilities The essential functions of the job include the following: * Proactive outreach to generate appointments for sales conversations * Sales conversations to understand banking needs and financial goals * Open deposit accounts and originate loans (including real estate secured loans) * Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Job DescriptionBenefits: 401(k) matching Competitive salary Health insurance Paid time off Training & development Bring your talent for connecting with clients and your financial planning expertise to our Team! Over the past 15 yrs we have grown to serve the insurance needs of over 10,000 Eastern North Carolinians, and as we look to the future, we aim to expand our offering to include a comprehensive suite of Financial Services Products. As the lone Financial Planner on our Team, you will have exclusive access to call upon these customers to schedule in-person meetings to assist them with their planning goals at any of our 5 locations including Greenville, New Bern, Goldsboro, Rocky Mount, and Roanoke Rapids. Unlike traditional brokerage houses, we are not solely focused on assets under management. We view this position as an opportunity to provide a value that exceeds revenue, and we aim to provide as many clients as possible a plan towards financial peace and wellbeing. As such, your goals will focus as much on serving as selling. We are not only offering tremendous security for you through a substantial base salary, but extremely achievable bonus opportunities to help you reach a fantastic total income in a rewarding position. Come partner with us and find your forever home today! Expectations We are seeking a licensed Registered Representative with 1-5 years of experience to join our Team. In this role, you will market financial planning services to our existing customer base and deliver personalized solutions through our industry-leading affiliates including BlackRock, American Funds, Jackson National, Pacific Life, and State Farm. Key Responsibilities: Proactively reach out to current insurance customers to help them develop actionable plans to succeed in retirement Develop customized financial plans tailored to clients unique needs using tools and products from our trusted affiliates Travel regularly between our offices in Roanoke Rapids, Rocky Mount, Greenville, Goldsboro and New Bern to conduct in-person appointments Maintain compliance with all licensing and regulatory requirements Build and nurture strong client relationships to expand financial services within the existing customer base Qualifications: Fully licensed Registered Representative (Series 6, 65, 7, or equivalent) 1-5 years of experience in financial planning, investments, or related financial services Strong interpersonal and communication skills with a client-focused approach Willingness and ability to travel between multiple office locations for in-person client meetings Self-motivated and goal-oriented with a passion for helping clients achieve financial success Willing to obtain state insurance licenses so that you can provide intelligently converse on our core product line. Compensation & Benefits: $80,000 base salary Bonus opportunities with first-year earning potential between $100,000 - $140,000 Health insurance coverage Matching 401(k) plan Car allowance for travel and gas expenses 4 weeks paid time off About Our Partner Group Over the last 15 years we have built 5 of the highest performing Agencies in North Carolina and have gained over 1,500 five-star Google reviews, validating the service and value we provide. While we maintain an achievement mindset, we consider our office environment and employee satisfaction the driving force behind our success. How to Apply If you are a licensed financial professional ready to take the next step in your career with a respected team and access to top-tier resources, we want to hear from you! Please submit your resume and a brief cover letter outlining your experience and interest. Join us and make a meaningful impact by delivering trusted financial planning solutions to thousands of households in Eastern North Carolina!

Job DescriptionAre you ready to join a high-energy, hardworking team that values excellence and growth? After a career supporting some of the largest biopharmaceutical companies in the world at Thermo Fisher Scientific, I transitioned into becoming a State Farm Agent 10 years ago. Today, our team of seven is passionate about helping customers and thriving together in a supportive, fast-paced environment. We believe in rewarding dedication and hard work. Our team enjoys federal holidays off, 401(k) with matching, group life insurance, paid vacation, birthdays as paid holidays, and annual bonuses every March. If youre driven, energetic, and ready to be part of a team where your efforts are recognized and celebrated, wed love to have you join us! ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Timothy Sawyer - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products 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: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Series 6/63/65 licenses required. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus 401k with employer match Group Life insurance Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency 4 day work week offered after 1 year of employment Teledoc services

Job DescriptionBenefits: 401(k) matching Competitive salary Health insurance Paid time off Training & development Job Title: Financial Advisor Financial Planning Services Location: Eastern North Carolina (Roanoke Rapids, Rocky Mount, Greenville, New Bern, Goldsboro) Employment Type: Full-Time Position Overview: Bring your talent for connecting with clients and your financial planning expertise to our Team! Over the past 15 yrs we have grown to serve the insurance needs of over 10,000 Eastern North Carolinians, and as we look to the future, we aim to expand our offering to include a comprehensive suite of Financial Services Products. As the lone Financial Planner on our Team, you will have exclusive access to call upon these customers to schedule in-person meetings to assist them with their planning goals at any of our 5 locations including Greenville, New Bern, Goldsboro, Rocky Mount, and Roanoke Rapids. Unlike traditional brokerage houses, we are not solely focused on assets under management. We view this position as an opportunity to provide a value that exceeds revenue, and we aim to provide as many clients as possible a plan towards financial peace and wellbeing. As such, your goals will focus as much on serving as selling. We are not only offering tremendous security for you through a substantial base salary, but extremely achievable bonus opportunities to help you reach a fantastic total income in a rewarding position. Come partner with us and find your forever home today! Expectations We are seeking a licensed Registered Representative with 1-5 years of experience to join our Team. In this role, you will market financial planning services to our existing customer base, and deliver personalized solutions through our industry-leading affiliates including BlackRock, American Funds, Jackson National, Pacific Life, and State Farm. Key Responsibilities: Proactively reach out to current insurance customers to help them develop actionable plans to succeed in retirement Develop customized financial plans tailored to clients unique needs using tools and products from our trusted affiliates Travel regularly between our offices in Roanoke Rapids, Rocky Mount, Greenville, Goldsboro and New Bern to conduct in-person appointments Maintain compliance with all licensing and regulatory requirements Build and nurture strong client relationships to expand financial services within the existing customer base Qualifications: Fully licensed Registered Representative (Series 6, 65, 7, or equivalent) 1-5 years of experience in financial planning, investments, or related financial services Strong interpersonal and communication skills with a client-focused approach Willingness and ability to travel between multiple office locations for in-person client meetings Self-motivated and goal-oriented with a passion for helping clients achieve financial success Willing to obtain state insurance licenses so that you can provide intelligently converse on our core product line. Compensation & Benefits: $80,000 base salary Bonus opportunities with first-year earning potential between $100,000 - $140,000 Health insurance coverage Matching 401(k) plan Car allowance for travel and gas expenses 4 weeks paid time off About Our Partner Group Over the last 15 years we have built 5 of the highest performing Agencies in North Carolina and have gained over 1,500 five-star Google reviews, validating the service and value we provide. While we maintain an achievement mindset, we consider our office environment and employee satisfaction the driving force behind our success. How to Apply: If you are a licensed financial professional ready to take the next step in your career with a respected team and access to top-tier resources, we want to hear from you! Please submit your resume and a brief cover letter outlining your experience and interest. Join us and make a meaningful impact by delivering trusted financial planning solutions to thousands of households in Eastern North Carolina!

Job DescriptionROLE DESCRIPTION: As Insurance Account Representative for State Farm- Ronald Tyndall Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist customers with policy applications and renewals. Handle customer inquiries and provide timely responses. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred. BENEFITS: Bonus based on performance Competitive salary with unlimited commissions Opportunity for advance Paid time off Training and development

Job DescriptionROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Melissa Throm - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in customer service or sales preferred.

Job DescriptionTake command of your career with New York Life. You've served our country and served it well. Whether overseas or on home soil, the men and women of our military such as yourself deserve to be recognized for what you are: team-oriented, hardworking leaders. New York Life hopes to give you another opportunity to use these attributes in a new field and in a completely different way. At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. You will have the ability to work with the veteran community and your own personal network. In working with these markets, you will improve their lives and the lives of their family and friends via appropriate decision-making, ethical integrity, and a strong commitment to your work. New York Life is the largest mutual life insurance company in the United States 1 and holds the highest financial strength ratings currently awarded to any life insurer in the United States.2 We proudly have more MDRT members than any other company and know what it takes to help you be successful.3 If you are determined to succeed, then New York Life is positioned to provide you with the strength and support to help build your own practice. What we offer... Wide ranges of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include: life insurance, annuities, long term care insurance, disability insurance and investment products offered through our broker-dealer arm NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Adviser. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our 115 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your own business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Models learning paths, we provide the opportunity to specialize and hone market expertise in areas such as Financial Guidance, Retirement Planning,4 Wealth Advisory,5 and Estate Planning. Beyond formal continuing education opportunities and reimbursement for obtaining certain industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top performing agents. How we will compensate you. The average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements in 2022 was $115,917.6 In that same year, the average income of the top 50 of those agents was $1.59M.6 Benefits include medical, dental, vision, a 401(k) and pension.7 About New York Life... As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interest of our clients, not with outside investors or Wall Street. Our focus is on delivering value to our clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. Every year since 1854, we've paid dividends to eligible policyholders.8 To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We're proud of our financial strength2 A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard & Poor's) We're proud of the training we offer 9 Training Magazine's APEX Award for 2022 We're proud the be recognized by organizations that also value diversity. Latino Leaders: 2022 Best Companies for Latinos to Work For Human Rights Campaign: 2022 Corporate Equality Index Forbes 2022: America's Best Employers for Diversity We're proud of the help we've provided and continue to provide our clients10 5.3 million lives protected (includes all owners of individual life insurance and annuity policies) $4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.) $579 million lifetime annuity income paid (includes all payouts on individual income annuity products) Nearly $1.2 trillion life insurance protection in force (includes term, whole, and universal life)11 New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity 1. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/23/22. For methodology, please see ******************************* 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). 3. New York Life agents have led the Million Dollar Round Table for 68 consecutive years. 1,484 of MDRT members are New York Life professionals. Source: MDRT, July 2022 4. Retirement Planning specialization: Must be a Registered Representative with NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. 5. Wealth Advisory specialization: Must be a Financial Advisor affiliated with Eagle Strategies LLC, A Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change. 6. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied. 7. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason. 8. Dividends are not guaranteed. 9. A full list of our awards is available here: *************************************************************** 10. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022. 11. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor to include teller transactions, which are not mentioned below. Specific activities may change from time to time. 1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships. 3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. 2 years of client sales and service experience 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements 7. Ability to multi-task under time constraints 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. Associate's degree or higher 2. Demonstrated ability to handle multiple priorities under time constraints 3. Excellent verbal and written communication skills 4. Ability to respond in a professional manner with a high level of service quality 5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

**Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. **Job Overview** **Position Schedule:** Full-Time Branch Address: 3305 A Nash Street Nw, Wilson, NC This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants. **If you're looking for a challenging and rewarding career** , the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. **We'll give you the support you need.** **Our team will be there every step of the way, providing:** + Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program + A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources **What characteristics would make you a successful Associate Financial Advisor?** + Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions + Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency and adaptability in a nimble learning environment + Attention to detail, strong organizational and time management skills **Can you see yourself...** + Providing personalized investment and financial solutions to clients? + Cultivating relationships in your local community to grow the business? + Contributing to the branch business plan to increase branch effectiveness? **As a salaried professional, you can also expect...** + A culture of continuous improvement and professional development + Full-time Associates receive the following benefits: + Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **You'll be competitively compensated...** + Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. + The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. **Hiring Minimum:** $61800.00 **Hiring Maximum:** $65600.00 Read More About Job Overview **Skills/Requirements** **Key responsibilities with existing and newly created clients** Responsibilities may include: + Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. + Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. + Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. + Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. + Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. + Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. + Continually develop yourself to grow personally and professionally. **Job Requirements** + High School Diploma/Equivalent required; Bachelor's degree preferred + Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period + At least 3-5 years of relevant experience in securities industry preferred + FINRA licenses required within three months. State insurance licenses required + As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Insurance Representative FLSA: Non-Exempt About us Physicians East, P.A.is a team of skilled healthcare professionals united to meet the challenge of delivering quality, cost-efficient, comprehensive healthcare to the people of Eastern North Carolina. About the role We are looking for an employee who poses the qualities to review claim edits for submission to insurance carries. Review and work A/R reports which includes review of outstanding pending claims (primary, secondary, and tertiary) credit accounts and patient billing. Contact insurance companies to verify and resolve any claim issues which includes review of denials. Identify and monitor denial trends and report findings to insurance supervisor. Maintain working knowledge of all insurance carries guidelines. Communicate effectively with insurance carriers, insurance and billing staff and management. Supervision Received: Reports to Insurance and Billing Supervisor. Supervision Exercised: None. Typical Physical Demands: Requires prolonged standing or sitting while working in an office environment. Requires some bending or stretching. Requires eye-hand coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, and other office equipment. Typical Working Conditions: Normal office environment. Responsibilities Review of claim edits for submission to Insurance carrier Review of A/R reports which includes outstanding pending claim, insurance/patient credits and patient billing Contact insurance companies to verify and resolve claim issues and denials Verification of insurance eligibility and benefits Utilization of insurance web-based resources Thorough examination of patient accounts to ensure account accuracy Identify and monitor denial trends and report findings to management Maintain working knowledge of all insurance carriers' guidelines Review and complete tasks assigned from Practice Management System Communicate effectively with insurance carriers, billing staff and management Location & commitments Full-time role based at our Greenville Arlington Blvd. location, Monday-Friday, 8a.m. - 5 p.m. Overtime may be required to ensure patients are taken care, tasks are completed, and calls are returned in a timely manner. Weekend work is rare but can occasionally be necessary. Candidate requirements Minimum of 1-3 years' experience in insurance and billing setting and or appropriate college education required. Knowledge of Nextgen would be helpful but not required. Working knowledge of PC and Window bases products. Accuracy in key punch operations including adding machine. Must have a strong sense of team commitment, which includes meeting deadlines, punctuality, and excellent follow through and feedback. Must display a high level of integrity and initiative. Affirmative Action/EEO statement Physicians East, P.A.is an equal opportunity employer and will not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, religion, creed, sex (including gender, pregnancy, sexual orientation, and gender identity, which includes status as a transgender individual), national origin or ancestry, citizenship, past, current, or prospective service in the uniformed services, genetic information (including family medical history), physical or mental disability, or other legally protected status. Reasonable accommodation will be made for persons with disabilities during the application process and/or at the time of employment. Requests for accommodation should be made to the Human Resources Department as early as possible in the application/employment process. Contact HR Office at ************ or email ************************** Disclaimer Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Signatures This job description has been approved by: Manager_____________________________________ Date ____________ HR__________________________________________ Date _________________ Employee signature below indicates the employee's understanding of the requirements, essential functions, and duties of the position. Employee______________________________________ Date__________________

A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured); as well as identifying and referring sales opportunities to the appropriate bank partner. This role supports the fulfillment of certain consumer investment needs. Qualities of a successful candidate: * Sales Outreach: Self-starter that is disciplined enough to manage daily calling activity to achieve required results. * Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation * Customer Service Skills: Builds trust and confidence with clients * Adaptability: Has the ability to learn and adapt quickly to new information and technology * Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships * Influence: Capable of building rapport with different personalities to drive positive results * Agility: Able to process information and move quickly through problem resolution This position can be filled as licensed or non-licensed. Responsibilities The essential functions of the job include the following: * Proactive outreach to generate appointments for sales conversations * Sales conversations to understand banking needs and financial goals * Open deposit accounts and originate loans (including real estate secured loans) * Identify referrals for wealth, mortgage and business/commercial banking Qualifications Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role; Obtain Series 6 or 7, 63 and state specific life insurance licenses within a reasonable timeframe. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************