Careers

At LifeStore Financial Group we strive to become the employer of choice in the markets we serve by providing challenging, rewarding career paths for all employees. We seek to employ honest people with a high level of integrity and a passion for serving others. We pledge to compensate them fairly, provide a quality benefit package, and challenge them to develop attributes that will assist throughout life.

We are looking for employees who are quick learners and enthusiastic. Are you a team player? Dependable, honest, and responsible? If these attributes describe you, we need you on our team.

To apply, send your resume to Amy Price, HR Director via our online form or by mail to
PO Box 26
West Jefferson NC 28694

LifeStore Financial Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.

Individuals with disabilities or disabled veterans, for whom our online job search tools are not sufficient, may request reasonable accommodations by contacting the HR Director, Amy Price, at 336-219-1020

Current Full-Time Openings

Financial Consultant I

Department: Retail Banking
Reports To: Financial Consultant II-Lead
Supervises: Day to day deposit activities with customers

Job Description:

Creates the optimum experience in all customer and consumer interactions. Consults with customers, recommending products and services to meet immediate needs and long term goals. Solicits new business and proactively provides or refers financial products and services. Actively participates and interacts with other team members.

Primary Job Functions may include:

  • Bears primary responsibility to model and create an exceptional customer experience.
  • Solicits and originates deposit products. Refers Loans, Insurance and Investments to appropriate team members. Focuses the resources of the company to build total customer relationships using banking, insurance, and investment services as well as complementary products offered by third party vendors. Manages all customer relationships to increase total wallet share.
  • Communicates and demonstrates excellence in customer service, going the extra mile to exceed customer expectations.
  • Consistently uses technology tools to support the customer relationship and record activities.
  • Is knowledgeable of and adheres to bank policies and procedures in all activities while observing all authoritative limits and regulatory responsibilities.
  • Is flexible in work scheduling as requested.
  • Completes documentation, correctly and efficiently.
  • Primarily responsible for helping customers process transactions.
  • Assists with other responsibilities as directed by the Retail Bank manager, Market President, and/or Chief Banking Officer.
  • Adheres to all company and compliance policies and procedures.

Minimum Qualifications

  • High school diploma or equivalent.
  • Experience in the customer service industry.
  • Excellent oral and written communication skills.
  • Ability to develop knowledge in a wide range of financial products.
  • Good judgment, interpersonal and intuitive skills.
  • Must have business development skills and enjoy soliciting new business.
  • Exhibits proactive, engaging, and high energy traits.

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.

CL Marketing Specialist / Insurance Systems Assistant I

Department: Insurance
Reports To: Systems Manager
Supervises: None

Job Description:The CL Marketing Specialist/Insurance Systems Assistant I is responsible for marketing new business and renewal accounts for the agency. In addition, the CL Marketing Specialist/Insurance Systems Assistant I is responsible for various administrative functions, both of which require strict attention to detail.

Primary Job Functions may include:

  • Supports and assists account executives and account managers with marketing new business and renewal business
  • When necessary, prepares submissions and cover letters to companies and brokers ensuring accuracy, quality, and professional appearance for our offerings to the marketplace
  • Becomes familiar with and utilizes the “submission” feature of AMS and attaches all communications of marketing efforts to the client file of the management system
  • Travels to various branch locations to discuss marketing activities
  • Completes supplemental applications and supplies any additional information that may be required
  • Prepares proposals for account executives and account managers
  • Retrieves P&C commission statements from company websites
  • Processes incoming/outgoing mail
  • Adds, edits, and maintains form letters in AMS360
  • Keeps current on requirements for NC insurance license continuing education
  • Assists with maintenance of AMS360 data base (by using reports to find errors, such as incorrect department, personnel, or customer statuses)
  • Orders and tracks supplies for the Boone branch
  • Follows and is familiar with Procedures Manual
  • Adheres to all company and compliance policies and procedures

Minimum Qualifications

  • High School Diploma or Equivalent
  • Insurance license required
  • Detail-oriented and independent self-starter
  • 5 years of insurance experience in an independent agency environment
  • Experience working in agency management systems
  • Excellent interpersonal, office, communication, and public relation skills
  • Excellent knowledge of windows and MS Office programs
  • Good math and verbal skills

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.

Collections Manager

Department: Credit
Reports To: Chief Credit Officer
Supervises: None

Job Description: The Collections Manager position is primarily responsible for performing collection services on delinquent accounts for the financial institution.

Primary Job Functions may include:

  • Reviews the delinquent loan status for the financial institution, contacting those delinquent account holders through telephone calls, letters, and personal visits.
  • Orders liquidations, foreclosures, and repossessions when necessary.
  • Works with Attorneys, Bankruptcy Trustees, and the Bank’s legal counsel in preparing and tracking legal documentation in cases of bankruptcy.
  • Works with Attorneys, Bank Trustees, Bank’s legal counsel, and Government Agencies in perfecting the Bank’s interest in foreclosures and repossessions.
  • Contacts customers and arranges the collection of bank collateral on loans in default.
  • Tracks charged-off accounts and recoveries on charged-off accounts for loans and deposit accounts.
  • Prints, reviews and mails the late notices and billing statements on a daily basis from the system.
  • Assists in preparation of the monthly-classified asset report for review by CEO.
  • Prepares reports on the kind and status of delinquent accounts and collection activities undertaken by the Bank to be reviewed by management.
  • Ensures that the collateral information from Certificate of Titles is entered on the data system and the title is filed in the loan file when it is received.
  • Opens and lists the daily mail, then prepares the teller tickets for the tellers to process.

Minimum Qualifications

  • High school diploma or equivalent.
  • Successful completion of in-house training or other approved training program.
  • Good oral, written and human relations skills.
  • Good attention to detail, and ability to meet deadlines and deal tactfully with customers.
  • Two to five years of related experience preferred.
  • Solid understanding of financial institution policies and procedures

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.

Personal Lines Account Manager: Elkin

Department: Personal Lines (PL) Insurance
Reports To: Office Manager
Supervises: None

Job Description: The PL Account Manager is responsible for providing assistance to new and existing customers. In addition, the PL Account Manager will maintain basic insurance database and other office administration functions.

Primary Job Functions may include:

  • Opening office and handling mail.
  • Providing efficient, courteous customer service, in-person, digitally and on the phone.
  • Processing new/renewal business, reviewing for accuracy, and invoicing when applicable.
  • Book of business growth and retention with goals determined at annual review.
  • Receiving, recording payments, forwarding to correct companies, balancing cash drawer and preparing bank deposit.
  • Processing all activities in our agency management database system- AMS360.
  • Reviewing assigned client files at expiration to address coverage gaps in order to protect our clients’ assets and retain our existing business.
  • Generating new sales through referrals, existing customers and making new contacts.
  • Filing documents in a timely manner and keeping files up to date.
  • Assisting Account Executive as needed.
  • Following and being familiar with Procedures Manual.
  • Keeping current on requirements for NC insurance license continuing education.

Minimum Qualifications

  • High school diploma or equivalent.
  • Minimum of two years personal lines insurance experience required.
  • Active NC P&C licenses required.
  • Strong verbal and written communication skills with attention to detail.
  • Preferred experience in Microsoft Office.
  • Interpersonal skills to build and maintain professional supportive relationships with customers and team members.

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.

Commercial Insurance Account Executive

Department: Commercial Lines
Reports To: President/Insurance Division
Supervises: None

Job Description:

The Commercial Lines Account Executive is responsible for sales of property & casualty insurance through new business growth and client retention, developing marketing opportunities, prospect lists, and account rounding, as well as providing and receiving referrals from other LifeStore Departments/Divisions.

Primary Job Functions may include:

  • Develop and maintain sales through prospects, referrals, cross-sales and account rounding, networking opportunities, referrals, current relationships, community involvement, and special interests.
  • Work with General Manager to develop and implement strategies to retain existing clients.
  • Generate new business/renewal applications for commercial programs in a timely manner to Account Managers/Marketing Department or direct to carriers as needed.
  • Negotiate insurance pricing and coverage based on fact-finding and information from client/prospect.
  • Present well prepared and professional proposals to prospects and clients.
  • Consistently advise clients of product knowledge and their needs.
  • Establish and maintain strong relationships with prospects, clients and underwriters.
  • Conduct risk management surveys and determine insurance coverage needs based on sound risk management principles.
  • Work closely with the Account Managers team to review existing client needs and new sales opportunities to achieve premium and retention targets.
  • Become familiar with and utilize the LifeStore procedures manual and agency management system.
  • Make referrals to other LifeStore divisions through Customer Relationships Management System (CRM).
  • Attend product and sales training or other meetings as directed for product knowledge.
  • Attend continuing education as required for insurance license requirements.

Minimum Qualifications

  • High school diploma or equivalent.
  • College degree preferred.
  • Two+ years insurance experience desired.
  • Active property & casualty license required.
  • Business use of personal auto, acceptable driving record, and adequate auto liability insurance.
  • Strong verbal and written communication/negotiation and sales skills.
  • interpersonal skills to build and maintain professional relationships with customers and team members.
  • required knowledge of Micro-Soft Office products. must have ability to navigate on various carrier websites and LifeStore agency management system.

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.

Current Part-time Openings

Part-Time Administrative Assistant: Elkin

Department: Insurance
Reports To: Branch Manager
Supervises: None

Job Description: The Insurance Administrative Assistant is responsible for providing support and assistance to all employees within the office including Producers and Account Managers. The Administrative Assistant will also perform basic office administration functions including but not limited to telephone support, greeting customers in the office and maintaining the office in a professional and presentable manner.

Primary Job Functions may include:

  • Opening and preparing office for daily work, including opening and distributing mail.
  • Providing efficient and courteous customer service, in-person and on the phone.
  • Providing telephone support by transferring to correct personnel, making staff aware of incoming calls and taking informative messages if personnel unavailable.
  • Balancing cash drawer and preparing bank deposit.
  • Becoming familiar with and proficient in agency management system.
  • Using and being familiar with Company websites.
  • Scanning and filing documents in a timely manner and keeping files up to date.
  • Assisting Account Managers and Producers as needed with new business, policy changes and renewal policies.
  • Preparing spreadsheets for personal and commercial lines-premium comparison charts with footnotes.
  • Referring clients to other LifeStore financial services using our referral system.
  • Following and being familiar with Procedures Manual.
  • Adhering to all company policies and procedures.

Minimum Qualifications

  • High school diploma or equivalent.
  • Experience in an insurance office preferred.
  • Strong verbal and written communication with attention to detail.
  • Good interpersonal skills and public relations skills.
  • Advanced knowledge of computer office programs. 

Employees are expected to perform other duties as assigned and directed by management. Job description and duties may be modified when deemed appropriate by management.