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Shield Financial Jobs in Atlanta, GA (NOW HIRING)

Hermitage Infotech

Salesforce Architect

Atlanta, GA · On-site

$66.25 - $82.25/hr

... Salesforce Shield and Compliant Data Sharing. • Integration Oversight: Design robust API-led integration patterns between Salesforce and core financial systems (e.g., core banking, policy ...

Heihotels

Associate Director Of Finance

Atlanta, GA · On-site

... financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dentalprograms through Anthem Blue Cross Blue Shield ...

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Shield Financial information

What is Shield Financial?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

How does a Shield Financial advisor collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a financial advisor at Shield Financial?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

What are popular job titles related to Shield Financial jobs in Atlanta, GA?

For Shield Financial jobs in Atlanta, GA, the most frequently searched job titles are:

What job categories do people searching Shield Financial jobs in Atlanta, GA look for?

The top searched job categories for Shield Financial jobs in Atlanta, GA are:

What cities near Atlanta, GA are hiring for Shield Financial jobs?

Cities near Atlanta, GA with the most Shield Financial job openings:

Shield Financial jobs near you
Infographic showing various Shield Financial job openings in Atlanta, GA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Inside Sales Representative

Shield Financial

Acworth, GA • On-site

Other

Posted 3 days ago

New

Job description

This position is an exciting, fully part-time remote Life Insurance Agent role for individuals seeking a flexible and rewarding career that can be done from the comfort of their own home.


We are looking for a self-motivated, results-driven sales professional to engage with potential customers and provide tailored life insurance solutions that meet their needs. In this role, you will have the independence to manage your schedule, with access to daily training and support from some of the top producers in the company.

Key Responsibilities:

  • Lead Generation & Prospecting: Leverage our exclusive platform to connect with individuals who have shown interest in our life insurance products, allowing you to focus on engaging and serving your clients.
  • Client Engagement: Present and promote life insurance solutions by conducting thorough needs assessments, helping clients make informed decisions that align with their financial goals and insurance requirements.
  • Relationship Building: Develop and nurture long-term relationships with clients through regular follow-ups and ongoing support, ensuring customer satisfaction and retention.
  • Training & Development: Participate in live, company-wide coaching sessions and gain hands-on experience from top-performing virtual sales reps, accelerating your learning and growth.
  • Sales Tracking: Utilize advanced tools to maintain accurate records of sales, client interactions, and progress toward individual goals.
  • Compliance: Ensure all activities comply with regulatory standards and company policies, safeguarding client information and upholding ethical practices.

Qualifications:

  • Highly motivated with a goal-oriented mindset and the ability to work independently.
  • Strong communication and interpersonal skills to establish trust and rapport with clients.
  • Excellent time management, organizational, and prioritization skills.
  • Ability to offer solutions that address client concerns and fit within their budget.
  • Ability to build lasting relationships and a willingness to receive constructive feedback.
  • Previous industry experience is a plus but not required.
  • Must be willing to obtain a life insurance license (training and support will be provided).

Benefits:

  • Competitive compensation, including one of the most attractive commission and bonus structures in the industry.
  • Comprehensive training through live sessions, online resources, and mentorship from top producers.
  • A supportive and dynamic work environment focused on professional development.
  • Opportunities for career growth, including the ability to build and lead your own team.

Compensation:

  • Earnings are based on the average performance in current markets.
  • Monthly performance-based bonuses.
  • Residual income paid on the anniversary of each client’s policy.


Join our team today and start your path toward a fulfilling and flexible career in life insurance!

Apply