Charlotte, North Carolina, United States · Remote Solely
Description About Connie Health Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology wi…
Skills: Life insurance sales, Final expense insurance, Phone sales, Needs assessment, Relationship building
Turner & TownsendCharlotte, North Carolina, United States · On-site
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Financial reporting, Financial planning, Budgeting, Forecasting, Cost allocation
Charlotte, North Carolina, United States · Hybrid
$230k–$350k/yr
Preference for a hybrid schedule based in our Fort Mill, SC office (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week For the Sage Home Loans website click here. Curious how Sage Home Loa…
Skills: Capital Markets, Secondary Marketing, Pricing Strategy, Hedging, Mortgage Operations
Charlotte, North Carolina, United States · Hybrid
$230k–$350k/yr
Preference for a hybrid schedule based in our Fort Mill, SC office (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week For the Sage Home Loans website click here. Curious how Sage Home Loa…
Skills: Capital Markets, Secondary Marketing, Pricing Strategy, Hedging, Lock Desk Operations
Charlotte, North Carolina, United States · Hybrid
$45k–$55k/yr
Description Benefits of working with Henderson Properties! You receive 80 hours of PTO in your first year of employment and then it increases to 120 hours of PTO after your one year anniversary.We match up to 3% if you e…
Skills: Property Management, Real Estate Asset Management, Financial Analysis, Marketing Planning, Lease Contract Management
Charlotte, North Carolina, United States · On-site
As a 100% employee-owned contractor, when you work at Sundt, you’re not just hiring on at a company, you’re joining a culture. Because everyone at Sundt is part owner, you’ll join a team of people who are deeply invested…
Skills: Project administration, Clerical support, Owner billings, Project close-out, Compliance reporting
Charlotte, North Carolina, United States · On-site
Description Aruza Pest Control is a fast-growing, people-focused residential pest control company committed to building high-performing teams and creating an exceptional employee experience. We believe in continuous impr…
Skills: Payroll administration, Benefits administration, HRIS, Paylocity, Data entry
Charlotte, North Carolina, United States · On-site
Position Summary The Director of Tax is responsible for overseeing the tax compliance, planning and accounting for income taxes for Pike Enterprises LLC (PEL) and all related entities (the Company). Areas of responsibili…
Skills: Tax compliance, Tax planning, ASC 740, Income tax provision, Federal tax
Charlotte, North Carolina, United States · Hybrid
$123k–$215k/yr
The Global Risk & Compliance (GRC) organization serves as American Express’ independent risk management function. GRC maintains the enterprise risk framework, provides oversight and challenge, and monitors key risks. By …
Skills: AI Risk Management, Risk Governance, Compliance, Information Security, Cyber Security
Charlotte, North Carolina, United States · Hybrid
$104k–$175k/yr
The Global Risk & Compliance Organization (GRC) is an independent risk management function, led by the Chief Risk Officer, with the objective of ensuring that American Express operates in a safe, sound, and fully complia…
Skills: Operational risk management, Project management, Communication, Interpersonal skills, Process governance
Charlotte, North Carolina, United States · On-site
Regional Manager | Hawthorne Residential Partners Regional Manager | Position Summary The Regional Manager is responsible for the overall financial, operational, and cultural performance of an assigned portfolio of apart…
Skills: Portfolio management, Financial strategy, Operational oversight, Budgeting, Forecasting
Charlotte, North Carolina, United States · Hybrid
About the Role At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. We are seeking motivated and curious Summer 2027 Interns to …
Skills: Financial services, Sales, Relationship management, Microsoft Excel, Microsoft PowerPoint
Charlotte, North Carolina, United States · Hybrid
As a Sr Talent Specialist here at Honeywell, you will serve as a Human Resources generalist supporting the Future Finance Leaders early career rotation program. In this role, you will play a key part in developing and ma…
Skills: Talent Management, HR Generalist, Recruitment, Onboarding, Employee Relations
Charlotte, North Carolina, United States · On-site
Overview At RPM, we’re in the business of extraordinary. We believe people-first is the way to success which is why we provide top industry pay, comprehensive benefits, and a path of upward mobility via career training a…
Skills: Customer service, Leasing, Rent collection, Eviction processing, Lead management
Charlotte, North Carolina, United States · Hybrid
TRANSACTION ADVISORY ANALYST - COMMERCIAL With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer pr…
Skills: Transaction advisory, Due diligence, Property & casualty insurance, Risk assessment, Claims analysis
Charlotte, North Carolina, United States · Hybrid
TRANSACTION ADVISORY ANALYST - BENEFITS With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer prop…
Skills: Employee Benefits Due Diligence, Risk Assessment, ERISA Compliance, ACA Compliance, COBRA
Charlotte, North Carolina, United States · Hybrid
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. …
Skills: Financial Due Diligence, EBITDA Analysis, Net Working Capital Analysis, Revenue Recognition, GAAP
AvidXchange, Inc.Charlotte, North Carolina, United States · Hybrid
Job Overview The Senior Director of Business Development is responsible for leading the strategy, performance, and development of AvidXchange's Business Development and Sales Development organization. This role oversees …
Skills: Business Development, Sales Development, Pipeline Generation, Outbound Prospecting, Team Leadership
Charlotte, North Carolina, United States · On-site
$15/hr–$17/hr
Hampton Inn & Suites Charlotte-Arrowood | 9110 Southern Pine Blvd., Charlotte, NC 28273 Join Maya Hotels and Take the Next Step in Your Career! Are you a hardworking and detail-oriented individual with a passion for hosp…
Skills: Front desk operations, Night audit, Customer service, Financial reconciliation, Cash handling
Charlotte, North Carolina, United States · On-site
Hampton Inn & Suites Charlotte-Arrowood | 9110 Southern Pine Blvd., Charlotte, NC 28273 Join Maya Hotels and Take the Next Step in Your Career! Are you a hardworking and customer-focused leader with a passion for hospita…
Skills: Team leadership, Front office management, Customer service, Staff training, Problem-solving
Charlotte, North Carolina, United States • Remote Solely
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You will serve as a trusted advisor to seniors and their families, conducting needs assessments and guiding them through final expense life insurance options via phone. You are responsible for managing a pipeline of company-provided leads, meeting sales goals, and accurately documenting all activities in the CRM.
Candidates must hold an active Life & Health Insurance License and possess 2–3 years of life insurance sales experience. Strong verbal communication skills and proficiency in using CRM and communication software are essential for this role.
Description
About Connie Health
Connie Health is a fast-growing insurance brokerage on a mission to empower older Americans to make confident, worry-free decisions about their coverage. We combine AI-driven technology with knowledgeable local experts to help people select the right plans and navigate their benefits with ease. Our culture is mission-driven, collaborative, and innovative — grounded in Relationships First, Data-Driven decision making, and Accountability in delivering unbiased, high-quality guidance to every member we serve.
As we expand our product offerings, we're seeking a Life Insurance Sales Representative to help us serve clients with final expense life insurance solutions.
Role Overview
As a Life Insurance Sales Representative, you will help clients — primarily seniors and their families — secure affordable life insurance coverage designed to ease the financial burden of end-of-life expenses. Working primarily via phone with company-provided leads, you will guide clients through their options with compassion, clarity, and expertise. This role requires someone who can build trust quickly, have sensitive conversations skillfully, and consistently convert leads into issued policies while meeting compliance standards.
What You'll Do
Requirements
We are proud to be an Equal Opportunity Employer and are committed to building a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.
Connie Health is a no-cost, unbiased Medicare advisory service dedicated to helping older Americans spend less and get the right Medicare plan for their needs.
Offices: Boston, MA, US
There are currently 2,200 open finance & accounting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, Compass Group, among others. Browse the listings above to see every active employer.
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