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Member Financial Advisor & Solutions Consultant

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: Soqquadro Italiano
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 32000 - 52000 USD Yearly USD 32000.00 52000.00 YEAR
Job Description & How to Apply Below

Allegacy is seeking a customer service professional to assist members with transactions, deposits and loan applications. You will provide expert advice, cross-sell financial products, and maintain CRM records during daily face-to-face interactions with members in our Winston-Salem center.

The role requires a high school diploma and 2+ years in sales, preferably in financial services. Mortgage originator licensing eligibility is preferred to support ongoing lending efforts.

This opportunity is for the Member Financial Advisor & Solutions Consultant role at Soqquadro Italiano.

Consider building your career as a Member Financial Advisor & Solutions Consultant at Soqquadro Italiano.

The Member Financial Advisor & Solutions Consultant position in the Sales, Other field is open for applications.

We have an opening for a Member Financial Advisor & Solutions Consultant in Winston-Salem, NC, United States within Sales, Other.

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