Financial Services Professional
3 weeks ago
Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.
As a Financial Services Professional, you will:
Build a client base by growing relationships with your network and providing guidance
Gain expertise through sponsored coursework and proprietary agent development training
Guide clients through important financial decisions using the latest software and our expansive product portfolio
Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning
What makes a great Financial Services Professional?
The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
Self-motivation to connect with company provided sales leads and network with new clients
Strong relationship building, communication, and time-management skills
A competitive and entrepreneurial spirit to achieve success both for yourself and others
What we offer:
Highly competitive commission structure designed to grow with you
Passive income opportunities and bonus programs
Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
Flexible in-office schedules once you complete your agent training
Progressive advancement opportunities
Retirement savings program and more
Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes Please visit our career site to learn more about our mission:
-
Financial Professional
3 weeks ago
Milwaukee, United States Cetera Financial Group Full timeJob Description**Please note: this role will be based onsite in the Greenfield, WI location of PyraMax Bank Attention finance, insurance, and sales professionals-are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a...
-
Financial Services Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeAbout the Role:Cetera Financial Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for meeting with current and potential bank customers to determine the best way to serve their investment planning goals.The ideal candidate will have a strong focus on sales and customer...
-
Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States Cetera Advisor Networks Full timeUnlock Your Potential as a Financial AdvisorCetera Advisor Networks is a nationwide network of independent financial services firms seeking motivated individuals to join as Financial Advisors. Whether you're starting your career in financial services or looking to grow your existing practice within a supportive firm, we welcome you to apply.Our Top-Notch...
-
Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States Heck Capital Advisors Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Heck Capital Advisors. As a key member of our Investment Advisory team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial objectives and goals.Key ResponsibilitiesProvide sound...
-
Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential in Financial PlanningWe are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Services Professional, you will have the opportunity to build your own practice and clientele, providing comprehensive financial planning and advice to individuals, families, and...
-
Financial Services Professional
3 weeks ago
Milwaukee, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Milwaukee, WI, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives....
-
Financial Services Professional
2 weeks ago
Milwaukee, United States Bankers Life Full timeFinancial Services Professional - Hybrid Experience Location: Milwaukee, WI, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...
-
Chief Financial Officer
4 weeks ago
Milwaukee, Wisconsin, United States Creative Financial Staffing Full timeVP of Finance OpportunityCreative Financial Staffing is seeking a seasoned finance professional to lead the finance division of a global, publicly traded manufacturing company. This is a key position within the division and company, and holds a lot of influence.Why Work for the Company?Stable and growing company with tremendous professional growth and...
-
Life Insurance Sales Professional
4 weeks ago
Milwaukee, Wisconsin, United States Karlo Financial Full timeJob OverviewKarlo Financial is seeking a highly motivated and results-driven Life Insurance Sales Professional to join our team. As a remote insurance representative, you will play a critical role in helping individuals and families secure their financial futures.Key Responsibilities:Connect with potential clients via phone and other communication channels...
-
Financial Counselor
4 weeks ago
Milwaukee, Wisconsin, United States Froedtert Health Full timeJob Summary:To provide exceptional patient financial services, assess patient financial needs, and assist patients in a professional and courteous manner. Collaborate with Admitting/Registration, Preauthorization, Care Management, and Patient Financial Services teams to address financial responsibilities.Key Responsibilities:• Assess patient financial...
-
Financial Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States Summit Credit Union Full time**About Us**Summit Credit Union is a dynamic and forward-thinking financial institution committed to serving the needs of our members and the community we serve. With a rich history of innovation and a passion for delivering exceptional service, we strive to be the premier financial partner for our members.**Job Overview**We are seeking a highly skilled and...
-
Financial Counselor
4 weeks ago
Milwaukee, Wisconsin, United States Froedtert Health Full timeJob Summary:Froedtert Health is seeking a skilled Financial Counselor to join our Patient Financial Services team. As a Financial Counselor, you will play a critical role in assessing patient financial needs, assisting patients, and collecting deposits according to our Billing and Collection Policy.Key Responsibilities:Assess patient financial needs and...
-
Voya Financial Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater Milwaukee area. This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key responsibilities include:Prospecting, scheduling, and...
-
Financial Services Representative
4 weeks ago
Milwaukee, Wisconsin, United States Bronson Kinkade Consulting Full timeUnlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for introducing financial products such as Indexed Universal Life (IUL), annuities, life insurance, and others to individuals...
-
Financial Services Manager
4 weeks ago
Milwaukee, Wisconsin, United States Milwaukee Division Full timeThe Milwaukee Division is seeking a highly skilled Financial Services Manager to join their team. As a key member of the organization, you will be responsible for developing a comprehensive menu selling process to maximize the finance department's overall profitability and product penetration.Responsibilities:Track portfolio with lendersReview and inspect...
-
Chief Financial Officer
4 weeks ago
Milwaukee, Wisconsin, United States St Charles Youth & Family Services Full timeJob Summary:St Charles Youth & Family Services is seeking a highly skilled Chief Financial Officer to lead our financial operations. The ideal candidate will have a strong background in finance, accounting, and budgeting, with experience in managing financial activities, facilitating budget processes, and maintaining current contracts.Key...
-
Director of Financial Aid and Veteran Services
1 month ago
Milwaukee, Wisconsin, United States Mount Mary University Full timeJob SummaryThe Director of Financial Aid and Veteran Services is a key member of the Enrollment Services Leadership team at Mount Mary University. This position oversees all strategies and activities related to the awarding and management of Financial Aid, ensuring compliance with federal, state, and institutional regulations.Key ResponsibilitiesDevelop and...
-
Director of Financial Aid and Student Services
4 weeks ago
Milwaukee, Wisconsin, United States Mount Mary College Full timeJob SummaryMount Mary University is seeking a seasoned Financial Aid professional to lead our Enrollment Services team in the strategic direction of financial aid operations, ensuring compliance with federal and state regulations. The Director of Financial Aid and Student Services will oversee all aspects of financial aid, from awarding and management to...
-
Financial and Underwriting Consultant
4 weeks ago
Milwaukee, Wisconsin, United States Alliant Insurance Services Full timeAbout the Role:We are seeking a highly skilled Financial and Underwriting Consultant to join our team at Alliant Insurance Services. As a key member of our team, you will be responsible for executing advanced pricing and analysis requests, leading the development and management of underwriting and analyst teams, and serving as a subject matter expert in...
-
Financial Operations Manager
1 month ago
Milwaukee, Wisconsin, United States Marking Services Inc Full timeJob SummaryThe Financial Operations Manager is responsible for overseeing all accounting and financial aspects of the Domestic and Canadian operations, ensuring a maximum return on financial assets through policies, procedures, controls, and reporting. This role involves planning, developing, and implementing the finance/accounting function and overall...