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Shield Financial Jobs in Spring Lake, NC (NOW HIRING)

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.

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 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 job categories do people searching Shield Financial jobs in Spring Lake, NC look for? The top searched job categories for Shield Financial jobs in Spring Lake, NC are:
What cities near Spring Lake, NC are hiring for Shield Financial jobs? Cities near Spring Lake, NC with the most Shield Financial job openings:
Infographic showing various Shield Financial job openings in Spring Lake, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 73% In-person, and 27% Remote job distribution.

Entry Level Sales Representative Work From Home

Symmetry

Fayetteville, NC • On-site

Other

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

Entry Level Sales Representative Work From Home

Must be authorized to work in the US, no work visas offered at this time

Organization Description: The McLean Agency & Accolades

Best Places to Work for Recent Grads, ExperienceTM a ConnectEDU company, 2012

Top Company Cultures, Entrepreneur Magazine, 2017 & 2018

Inc. 5000 Fastest Growing Private Companies in America, Inc. Magazine, 2016, 17, 18, 19, 20 & 21

CultureIQ and Entrepreneur's Top Company Culture List, 2019

Job Details

The McLean Agency is a financial services company serving mid-market families that work hard to provide a life and lifestyle worth protecting from the everyday worries of life. We help them by putting a shield of protection between their families and the financial losses that occur when unexpected downturns in the economy, critical illness, disability, or death make an unwelcome entry into their lives.

That's where we come in.

Armed with a full suite of simple, easy to understand programs we are able to:

  • Identify and meet their needs with a simple, proven process
  • Help them to protect their families in comprehensive, budget conscious ways
  • Give them clarity and peace of mind, and
  • Build client for life relationships that are exceptionally valuable for them and very profitable for our top tier Enrollment Specialists

We are currently hiring both Entry Level and Licensed Insurance Enrollment Specialists to help the families who have requested our assistance. We offer industry leading compensation which is commission only, support, and advancement opportunities to attract, retain and develop quality people into highly trained specialists that are growing with our company for the long term.

Do you qualify:

Are you coachable?

Are you a hard worker who is eager to learn how to be a high value pro?

Are you willing to grow and challenge yourself personally and professionally to be able to add value and make a great income for your work?

Are you self disciplined, so you can get the most out of a flexible schedule?

Are you ready?

We put the future back in your hands by empowering you to get the most out of your career. You will learn how to give the most to it while keeping your family life central.

If you answered yes to all these questions and are ready to get trained, get paid, and most importantly GET FREEDOM, apply now to schedule an interview with one of our Regional Sales Managers within 24-48 hours.

Responsibilities:

  • Operate CRM
  • Dial clients that have reached out to us for protection.

Requirements:

  • Must have an active life insurance license or be willing to obtain one.

The McLean Agency | Regional Sales Manager

No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

SFG0026845


Symmetry Financial Group logo

About Symmetry Financial Group

Sourced by ZipRecruiter

Symmetry Financial Group is a leading insurance marketing organization based in Asheville, North Carolina, USA, specializing in life insurance, mortgage protection, retirement protection, and debt elimination services. The company was established in 2009 by co-founders Brandon Ellison, Brian Pope, and Casey Watkins to cater to families requiring personal protection and financial security. With a nationwide footprint, Symmetry has become a significant player in the insurance and financial services industry. Symmetry Financial Group's mission revolves around making a positive and lasting impact on the families they serve across the nation. It is built around core values which they call 'The Symmetry Way' – Relationships matter, People come first, Family, and Serve others.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Swannanoa, NC, US

Year founded

2009