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Shield Financial Jobs in Raleigh, NC (NOW HIRING)

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Shield Financial information

What is Shield Financial and what services do they provide?

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.

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.

How does a Shield Financial Advisor typically 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, and why are they important?

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 are popular job titles related to Shield Financial jobs in Raleigh, NC? For Shield Financial jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Shield Financial jobs in Raleigh, NC look for? The top searched job categories for Shield Financial jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Shield Financial jobs? Cities near Raleigh, NC with the most Shield Financial job openings:
Shield Financial jobs near you
Team Leader, Financial Reporting

Team Leader, Financial Reporting

Blue Cross and Blue Shield of North Carolina

Chapel Hill, NC

$89K - $142K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Blue Cross and Blue Shield of North Carolina rating

7.8

Company rating: 7.8 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

166th of 261 rated insurance

Job description

Job Description

We're hiring a Team Leader, Financial Reporting to join our Self-Funded Financial Reporting team. In this role, you will lead a team responsible for analyzing and evaluating the financial performance of Self-Funded (ASO) health plans and stop loss performance.
As the Team Leader, Financial Reporting, you will oversee and support complex initiatives to ensure the timely and accurate preparation of financial statements and related analysis for the Self-Funded business. You will play a key role in driving continuous improvement by identifying and implementing enhancements across the reporting lifecycle.
This position also serves as a critical liaison across the organization. You will represent the Self-Funded Financial Reporting team on enterprise-wide projects as a technical resource and subject matter expert, while acting as the primary point of contact for Sales & Marketing on Self-Funded group matters-partnering closely to resolve issues and support business needs.

What You'll Do

  • Lead the development of analysis and reporting for financial information used in monthly, quarterly, and/or annual reporting including historical and/or forecasted financial information:

    • Review and approve financial plans, financial forecasts, profitability impacts & competitive analysis, and various reports to better track profitability

    • Drive the preparation of financial and business-related analysis and research.

    • Oversee the development of budgets for the department based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.

  • Serve as the lead business partner to Sales & Marketing on self-funded group matters; serve as a subject matter experts on self-funded billing/collection/invoicing issues.

  • Proactively identify areas of improvement and recommend process enhancements to management.

  • Review, approve, and support the creation of monthly, quarterly, annual, and ad hoc reporting for use by senior leadership, the Board of Trustees, the BCBS Association; ensure such reporting is accurate and make presentations to management as needed.

  • Respond quickly and accurately to escalated issues from internal and external clients and customers.

What You Bring

  • Bachelor's degree or advanced degree (where required)

  • 5+ years of experience in related field.

  • In lieu of degree, 7+ years of experience in related field.

Bonus Points

  • Previous leadership experience (formal or informal), including coaching/mentoring, workflow oversight, or leading process improvement initiatives.

  • Experience partnering with Sales/Account Management/ Underwriting and handling escalations for large group customers.

  • Experience leading through change (process redesign, system/portal transitions, new controls, communications).

What You'll Get

  • The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community.

  • Work-life balance, flexibility, and the autonomy to do great work.

  • Medical, dental, and vision coverage along with numerous health and wellness programs.

  • Parental leave and support plus adoption and surrogacy assistance.

  • Career development programs and tuition reimbursement for continued education.

  • 401k match including an annual company contribution

  • Learn more

Salary Range

At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs.Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus*, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs.

*Based on annual corporate goal achievement and individual performance.

$89,174.00 - $142,679.00

Skills

Accounting, Budgeting, Finance Strategy, Financial Analysis, Financial Modeling, Financial Reporting and Analysis, Financial Statement Analysis, Management Reporting, Preparation of Financial Reports, Process Improvements, Reporting and Analysis, Reporting Management, Senior Management Reporting, Statement Analysis

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JOB ALERT FRAUD: We have become aware of scams from individuals, organizations, and internet sites claiming to represent Blue Cross and Blue Shield of North Carolina in recruitment activities in return for disclosing financial information. Our hiring process does not include text-based conversations or interviews and never requires payment or fees from job applicants. All our career opportunities are published on https://bcbsnc.wd5.myworkdayjobs.com/en-US/BCBSNC. If you have already provided your personal information that you suspect is fraudulent activity, please report it to your local authorities. Any fraudulent activity should be reported to: HR.Staffing@BCBSNC.com.

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