Insurance and Financial Services Professional
4 days ago
As a key member of the Dimitri Kondos - State Farm Agent team, you will play a vital role in driving our agency's success and delivering exceptional customer experiences. Your primary responsibility will be to foster meaningful relationships with clients, acting as a liaison between their needs and our agency departments.
Key Responsibilities- Client Relationship Development: Develop and maintain strong, long-term relationships with clients, understanding their unique needs and preferences.
- Financial Planning and Advice: Provide clients with comprehensive financial planning and insurance advice, helping them make informed decisions about their financial futures.
- Insurance and Financial Services: Assist clients with retirement planning, investment management, and insurance needs, ensuring they have the right products and services to meet their goals.
- Market Trends and Product Knowledge: Stay up-to-date with market trends and product offerings, ensuring you can provide clients with the most relevant and effective solutions.
- Insurance Licenses: Hold the necessary insurance licenses required by the state, with a commitment to ongoing education and professional development.
- Customer Service: Demonstrate a passion for delivering exceptional customer service, with a focus on building trust and rapport with clients.
- Communication Skills: Possess excellent communication skills, both written and verbal, to effectively engage with clients and collaborate with agency team members.
- Problem-Solving: Demonstrate proactive problem-solving skills, with a focus on finding creative solutions to client challenges.
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Accounting Professional
4 days ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeAccounting Internship OverviewAt Northwestern Mutual Life Insurance, we are committed to investing in our people and fostering a culture of innovation and growth. As an Accounting Intern, you will have the opportunity to work alongside our experienced team to develop your skills and knowledge in financial analysis, reporting, and compliance.Key...
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Insurance Sales Professional
4 days ago
Milwaukee, Wisconsin, United States Jared Johnson - All Ears Insurance Group LLC Full timeJob OpportunityJared Johnson - All Ears Insurance Group LLC is seeking a highly motivated and experienced Licensed Insurance Sales Professional to join our team.Job SummaryWe are an award-winning insurance agency focused on delivering exceptional customer service and creating success for our team members. As a Licensed Insurance Sales Professional, you will...
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Financial Professional
2 days ago
Milwaukee, Wisconsin, United States Jobot Full timeAbout UsAt Jobot, we're a dynamic and close-knit team of professionals dedicated to delivering exceptional financial services to our clients. As a member of our team, you'll have the opportunity to work directly with clients, manage diverse responsibilities, and contribute significantly to their financial success.Why Join Our Team?We offer a unique blend of...
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Junior Insurance Sales Consultant
2 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company - Milwaukee Full timeJob OverviewRecent graduates and aspiring professionals eager to embark on a career in insurance and financial services have a unique opportunity to cultivate their own client base from the outset. As a Financial Professional (Agent) with New York Life Insurance Company, you will not only oversee your portfolio of clients but also offer them a variety of...
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Junior Insurance Sales Consultant
2 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company - Milwaukee Full timeJob OverviewRecent college graduates and young professionals interested in the insurance and financial services sector have the chance to establish their own client base from the outset. As a Financial Professional (Agent) with New York Life Insurance Company, you will not only oversee your own portfolio of clients but also offer them various insurance...
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Junior Insurance Sales Consultant
2 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company - Milwaukee Full timeJob OverviewRecent graduates and emerging professionals eager to enter the insurance and financial services sector have a unique opportunity to cultivate their own client base from the outset. As a Financial Professional (Agent) with New York Life Insurance Company, you will not only oversee your own portfolio of clients but also offer them a variety of...
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Milwaukee, Wisconsin, United States Blue Skye Financial Full timeJob Opportunity**About Us**Blue Skye Financial is a dynamic organization dedicated to revolutionizing the financial futures of American families. Our mission is to empower individuals to achieve independence and wealth through innovative financial solutions.**Job Summary**We are seeking a seasoned Licensed Life/Health Agent to join our team. As a key player...
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Lead Financial Analyst
2 weeks ago
Milwaukee, Wisconsin, United States BMO Financial Group Full timeRole Overview:The Senior Financial Analyst plays a crucial role in evaluating and interpreting various credit data to assist in lending decisions and processes for BMO Financial Group. This position is dedicated to fostering a client-centric atmosphere that not only meets but exceeds customer expectations.Key Responsibilities:Initiate cross-selling...
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Financial Manager
4 days ago
Milwaukee, Wisconsin, United States MRA Recruiting Services Full timeAbout the RoleWe are seeking an experienced Financial Manager to join our management team at MRA Recruiting Services. As a key member of our team, you will be responsible for overseeing all financial functions, including accounting, budgeting, and financial reporting.Key ResponsibilitiesFinancial Planning and Analysis: Develop and implement financial plans,...
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Insurance Sales Professional
4 days ago
Milwaukee, Wisconsin, United States Staff My Agency Full timeAbout the Role:We are seeking a highly motivated and experienced Insurance Sales Professional to join our team at Staff My Agency. As a Licensed Insurance Agent, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.Key Responsibilities:Develop and implement sales...
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Chief Financial Analyst
6 days ago
Milwaukee, Wisconsin, United States Brown and Caldwell Full timeAbout the RoleWe are seeking a highly skilled and experienced Director of Business Intelligence to join our team at Brown and Caldwell. As a key member of our Finance and Administration department, you will play a critical role in driving business growth and success through data-driven insights and strategic decision-making.Key ResponsibilitiesDevelop and...
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Escrow Officer
4 days ago
Milwaukee, Wisconsin, United States First American Financial Company Full timeAbout the RoleWe are seeking a highly skilled Escrow Officer to join our team at First American Financial Company. As an Escrow Officer, you will play a critical role in ensuring the smooth execution of real estate transactions by handling escrow accounts, managing funds, processing documents, and completing settlements in accordance with established...
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Financial Services Representative
2 weeks ago
Milwaukee, Wisconsin, United States Horicon Bank Full timeAbout Horicon BankHoricon Bank is a well-established financial institution dedicated to fostering beneficial relationships with our clients across multiple locations. With over a century of service, we pride ourselves on our commitment to quality customer care and supporting the growth of local enterprises. Our mission is to meet the financial needs of our...
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Lead Financial Analyst
2 weeks ago
Milwaukee, Wisconsin, United States BMO Financial Group Full timeOverview:The Senior Financial Analyst plays a crucial role in evaluating and interpreting various credit data to support lending decisions and processes within the organization. This position is dedicated to fostering a client-centric atmosphere that not only meets but surpasses customer expectations.Key Responsibilities:Develops initiatives for...
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Investment and Financial Services Associate
6 days ago
Milwaukee, Wisconsin, United States Robert W. Baird & Company, Inc. Full timeAbout the ProgramThe Robert W. Baird & Company, Inc. Financial Advisor Foundations Program is a comprehensive rotational program designed for individuals passionate about a career in financial advising.Key Program ComponentsWork Experience: Gain hands-on experience in various aspects of financial advising, including client relationships, investment analysis,...
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Financial Accountant I, II, or III
4 days ago
Milwaukee, Wisconsin, United States UMB Financial Corporation Full timeAbout the RoleThe UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients, is seeking a highly skilled Financial Accountant I, II, or III to join our team.Key ResponsibilitiesOversee general ledger accounting functions for multiple funds, ensuring accurate...
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Life Insurance Sales Representative
4 days ago
Milwaukee, Wisconsin, United States Jackson Insurance Solutions Full timeJob Opportunity at Jackson Insurance SolutionsWe are seeking a highly motivated and results-driven Life Insurance Sales Agent to join our team at Jackson Insurance Solutions. As a Life Insurance Sales Agent, you will be responsible for selling life insurance policies to clients and building strong relationships with them.Key Responsibilities:Sell life...
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Chief Financial Officer
4 days ago
Milwaukee, Wisconsin, United States Milwaukee Health Services Full timeJob SummaryMilwaukee Health Services is seeking a highly skilled and experienced Chief Financial Officer to lead our financial operations and drive strategic financial planning and analysis. The successful candidate will be responsible for developing and implementing financial policies and procedures, managing financial systems, and providing financial...
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Financial Services Representative
2 weeks ago
Milwaukee, Wisconsin, United States Summit Credit Union Full timePosition OverviewWe are looking for a dedicated Universal Banker to join our team at Summit Credit Union. In this role, you will have the opportunity to engage with our members and assist them in reaching their financial aspirations.Key ResponsibilitiesProvide exceptional service to members by understanding their financial needs.Guide members through various...
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Vice President of Student Financial Services
2 weeks ago
Milwaukee, Wisconsin, United States Marquette University Full timeMISSION-DRIVEN LEADERSHIP FOR STUDENT SUCCESS.At Marquette University, we are committed to providing a transformative educational experience grounded in our Catholic, Jesuit values. The role of Vice President of Student Financial Services is pivotal in ensuring that our students receive the financial support they need to thrive academically and...