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Shield Financial Jobs in Raleigh, NC (NOW HIRING)

Teleflex

Financial Analyst

Morrisville, NC

... Shield Fascial Closure System , our portfolio of products adds up to a powerful offering of ... In this role, you will provide financial and analytical guidance in support of strategic and ...

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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 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
Infographic showing various Shield Financial job openings in Raleigh, NC as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Branch (Area) Manager (On-site)

Shield California Health

Raleigh, NC • On-site

$51 - $85/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Management Raleigh, NC, US

Salary Range: $70,000.00 To $85,000.00 Annually

Since 1957, Shield Healthcare has provided high-quality healthcare services while focusing on customer satisfaction and employee achievement. We are dedicated to fulfilling the medical supply needs of consumers and the caregiving community while maintaining a 99% overall customer satisfaction rating. Over the years, Shield HealthCare has expanded nationally with current service locations in California, Colorado, Illinois, Ohio, Texas and Washington.

Shield HealthCare is looking for a Branch (Area) Manager to oversee the overall sales, operations, and daily staff activities of our Raleigh, North Carolina sales office.

JOB RESPONSIBILITIES:
  • Achieve sales, expense, and operating income budget
  • Supervision and direction of office staff to include interviews, selection, training, disciplinary action, and terminations
  • Conduct monthly Quality Control reviews and review with CSRs
  • Responsible for Sales Office semi-annual business plan
  • Develops and implements sales office budget semi annually
  • Implements corporate sales strategies with quantifiable objectives specific to the market
  • Participate in community organizations to enhance SHC's visibility
  • Understand competitive forces and develops strategies to overcome them
  • Maintain sales coverage for vacant sales territories
  • Safety/OSHA/facilities management
QUALIFICATIONS:
  • Bachelor's degree
  • 3+ years customer service supervisor/management experience
  • Proven track record of achieving sales, expense, and operating income budgets
  • Sales aptitude and problem resolution
  • Experience with financial planning and budget issues
  • Excellent written and verbal communication skills
  • Capable of building effective sales teams within the sales location and achieving success in a fast-paced, changing industry
  • Familiarity with managed care and third-party programs preferred
SALARY & BENEFITS:
  • Base salary of $70-85k plus generous biannual bonus opportunities
  • Medical, Dental and Vision (Eligible first day of employment)
  • Flexible Spending Account
  • Life & Disability Insurance
  • 401(k) with Company Match
  • Vacation and Sick Days
  • Paid Holidays
  • Education Assistance
  • Employee Referral Program

Career-minded individuals will find our business challenging and our reputation for excellence just one of the rewards we have to offer. To further enhance this tradition of excellence, our employees participate in continuous training and development programs in a variety of disciplines.

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