Insurance and Financial Services Representative
5 days ago
Joe Tamm - State Farm Agent is a reputable insurance and financial services provider dedicated to delivering exceptional customer experiences. Our team of experienced professionals is committed to helping individuals and families achieve their financial goals through personalized advice and tailored solutions.
About the Role
We are seeking a motivated and customer-focused Customer Relations Representative to join our sales team. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with customers, identifying their needs, and providing tailored solutions to meet those needs. You will work closely with our agents and other team members to develop leads, schedule appointments, and market appropriate products and services to customers. The ideal candidate will have excellent communication skills, a people-oriented approach, and the ability to learn and adapt to new computer functions.
Benefits
We offer a comprehensive benefits package, including a competitive $45,000 per year salary plus commission/bonus potential. Additional benefits include 401K plan with company match, health benefits, group life insurance, paid time off, flexible hours, growth potential, licensing reimbursement, and team building events. If you are a motivated and customer-focused individual looking for a challenging and rewarding career opportunity, we encourage you to apply.
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Customer Service Representative
4 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAs a customer service representative at Wintrust Financial, you will be responsible for delivering exceptional banking experiences to our clients. We are seeking a motivated and detail-oriented individual to join our team as a Teller.About UsWintrust Financial is a leading financial holding company with a strong presence in the Chicago area. Our company...
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Financial Service Representative
2 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeJob DescriptionAs a Relationship Banker at Wintrust Financial, you will be responsible for building and maintaining strong relationships with customers, providing them with personalized financial solutions tailored to their needs. This role requires excellent communication and interpersonal skills, as well as the ability to identify customer financial needs...
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Financial Service Representative
2 weeks ago
Milwaukee, Wisconsin, United States Educators Credit Union Full timeJoin Educators Credit Union as a Financial Service Representative, providing exceptional customer service while assisting members with their financial transactions. The salary for this role is approximately $34,500 to $43,000 per year, based on the 30+ hour workweek.About the Job:This role involves working in a dynamic team environment where you will provide...
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Customer Service Representative
4 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeJob OverviewAbout UsWintrust Financial Corporation, a leading financial holding company with approximately $62 billion in assets, operates in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas.We offer a unique business model that combines the resources of a large bank with the community banking...
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Financial Services Representative
7 hours ago
Milwaukee, Wisconsin, United States Meron Financial Agency Full timeCompany OverviewMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals.We offer a client-centric approach, cutting-edge technology, and a supportive team environment to help our agents succeed.
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Customer Service Representative
5 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAre you looking for a rewarding career in finance? Look no further than Wintrust Financial! As a Customer Service Representative, you'll have the opportunity to make a real difference in people's lives by providing exceptional customer service and support.About the Role:In this role, you'll be responsible for responding to customer inquiries, resolving...
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Financial Services Professional
5 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeWintrust Financial is a dynamic and growing company that offers a unique blend of traditional banking services and innovative financial solutions. As a Financial Services Professional, you'll have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our customers.About the Role:In this role,...
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Financial Services Representative
2 weeks ago
Milwaukee, Wisconsin, United States Equitable Advisors LLC Full timeEstimated Salary: $60,000 - $80,000 per yearJob DescriptionWe are seeking a motivated Financial Services Representative to join our Retirement Benefits Group. As a key member of our team, you will be responsible for providing financial products and services to individuals who work for public schools, colleges, universities, hospitals, nonprofit...
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Business Development Representative
3 weeks ago
Milwaukee, Wisconsin, United States COUNTRY Financial Full timeWe are seeking ambitious professionals who want to own their business and help clients prepare for lifes planned and unexpected moments with the right insurance products.About UsCOUNTRY Financial is a leading insurance and financial services company dedicated to helping others plan for their future while also protecting what matters most to them. With nearly...
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Financial Services Representative
3 weeks ago
Milwaukee, Wisconsin, United States BCForward Full timeJob OverviewThe Financial Services Representative will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients. This role requires strong communication skills, attention to detail, and the ability to work effectively in a team environment.
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Financial Services Manager
2 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeWintrust Financial is a leading financial holding company with approximately $50 billion in assets under management. We operate 15 community bank subsidiaries with over 170 banking locations in the Chicago and southern Wisconsin market areas.About the JobThis Assistant Branch Manager position plays a critical role in driving financial results and delivering...
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Financial Services Specialist
5 days ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout Us:At Wintrust Financial Corporation, we pride ourselves on being a leader in community banking. With over 200 retail banking locations across 16 community bank subsidiaries, we offer a wide range of financial services to individuals and businesses.Your Role:As a Relationship Banker, you will play a critical role in helping our customers achieve their...
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Customer Service Representative
3 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout Wintrust FinancialWintrust Financial Corporation is a financial holding company with a rich history of serving diverse communities. Our unique business model is powered by talented colleagues who prioritize customer satisfaction and achieve exceptional results.Job SummaryWe are seeking a skilled Part-Time Teller to join our team. As a key member of our...
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Milwaukee, Wisconsin, United States Lumina Financial Solutions Full timeCompany OverviewLumina Financial Solutions is a leading provider of insurance solutions, specializing in life, whole life, mortgage protection, annuities, index universal life, and more.
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Financial Services Coordinator
4 weeks ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeAbout the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...
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Banking Service Representative
4 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeCompany OverviewWintrust Financial is a financial holding company with approximately $62 billion in assets, listed on the NASDAQ Global Select Market. Guided by its 'Different Approach, Better Results' philosophy, Wintrust offers sophisticated resources and a community banking experience to each customer.The company operates over 200 retail banking locations...
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Financial Services Representative
6 hours ago
Milwaukee, Wisconsin, United States Peoples State Bank Full timeAbout Our TeamAt Peoples State Bank, we're proud to be recognized as one of the 'Best Banks to Work For' in America. Our team is passionate about delivering exceptional banking services and building lasting relationships with our customers.Your RoleAs a Commercial Banker, you'll play a key role in driving business growth by originating commercial loans for...
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Financial Relationship Professional
3 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeJob OverviewWe are seeking a talented Financial Relationship Professional to join our team at Wintrust Financial. As a key member of our organization, you will play a crucial role in building and maintaining strong relationships with our customers.Salary InformationThe estimated annual salary for this position is between $60,000 and $80,000, depending on...
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Financial Services Representative
4 days ago
Milwaukee, Wisconsin, United States Disability Solutions Full timeAbout Disability Solutions:We strive to provide innovative solutions for individuals with disabilities, empowering them to live fulfilling lives.Job Title:Virtual Customer Service Associate IIJob Type:Full-timeAbout the Role:We're seeking a highly skilled Virtual Customer Service Associate II to deliver exceptional customer experiences to our financial...
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Financial Services Consultant
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAbout Northwestern Mutual">We are a leading provider of financial services, committed to helping our clients achieve their long-term goals. Our team is dedicated to delivering exceptional customer experiences and building lasting relationships.">Compensation Range">The salary for this position is estimated at $93,401.00 - $169,341.00, based on the company's...