60 Results for

Financial Representative Jobs in Saint Francis, WI

Jobs

Waukesha, WI7 days ago

$80,000–$85,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

Lake Geneva, WI10 days ago

$62,200–$101,000

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

New!

Lake Geneva, WI3 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Responsibilities:Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

Milwaukee, WI11 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Milwaukee, WIToday

$176,000–$264,000 Per Year

Business Influence (NM) - Advanced, Industry Knowledge (NM) - Advanced, Program Management (NM) - Advanced, Analytical Thinking (NM) - Expert, Accountability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Customer, Market & Ecosystem Knowledge (NM) - Expert, Vision Setting (NM) - Advanced. In addition, this role will lead external research to access benchmarks, build valuation models, coordinate cross-departmental team activities, and work collaboratively with senior leaders of business areas, legal, finance, communications and other areas of the organization.

New!

Milwaukee, WI3 days ago

Partner with functional and FrontRunner leaders to advance Forge initiatives, aligning claims operations strategy with enterprise transformation efforts to accelerate capability building, drive execution of priority initiatives, and scale new ways of working. In this role, you’ll help shape the strategy and future of Claims across Life/Annuities, Disability Income, and Long-Term Care—partnering with product and operational leaders to deliver a consistent, high-quality experience that strengthens Northwestern Mutual’s brand.

New!

Milwaukee, WI2 days ago

$193,600–$290,400 Per Year

With a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area — reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilities spanning across client onboarding, financial planning, Investment management and advisor enablement. The director will possess and apply their wealth business domain expertise while working in close partnership with wealth business leaders to co-develop innovative technology strategies and ensure technology initiatives closely align with business goals.

Milwaukee, WI30 days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Milwaukee, Wisconsin23 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Oak Creek, Wisconsin12 days ago

$16.75–$23.25 Per Hour

Oak Creek, Wisconsin12 days ago

$16.75–$23.25 Per Hour

Mequon, WI30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options.

Wauwatosa, Wisconsin23 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Waukesha, WI30+ days ago

Full-time

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.

New Berlin, WI30+ days ago

Full-time

Mequon, WI30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Racine, Wisconsin15 days ago

Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.

Kenosha, Wisconsin30+ days ago

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. As part of the #1 advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.

Milwaukee, WI30+ days ago

Full-time

Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. Manage fixed asset accounting system and applicable accounting entries for monthly transactions, asset purchase disposal and inventory; maintain fixed asset system in accordance with required regulations.

Wauwatosa, WI30+ days ago

Full-time

As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce. Use generative AI for drafting board materials, member communications, and financial narratives while maintaining accuracy and compliance; Leverage AI tools (LLM's, predictive analytics, automation) to enhance financial analysis, budgeting, and predictive financial planning.

Milwaukee, WI30+ days ago

Full-time

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

Greendale, WI30+ days ago

As a State Farm team member for Andy Balistreri - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

MILWAUKEE, Wisconsin24 days ago

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

New!

Milwaukee, WI3 days ago

$15–$21.10 Per Hour

We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law.

New!

Brookfield, WI4 days ago

$15–$21.10 Per Hour

New!

Milwaukee, Wisconsin4 days ago

$70,000–$120,000 Per Year

Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.

Greendale, WI30+ days ago

$50,000–$60,000 Per Year

Position Overview: The Outside Sales Representative is responsible for driving revenue growth by developing and maintaining customer relationships, identifying new business opportunities, and executing sales activities. Key Responsibilities:Sales and Business Development:Develop client and prospect relationships to drive sales through direct interactions via telephone, video calls, email, and in-person visits.

New!

Mequon, WI2 days ago

$17.45–$19.50 Per Hour

If you're looking to build a rewarding career in customer service and financial services, this role provides the training, support, and growth opportunities to help you succeed while making a meaningful impact on our members' financial well-being. You will also identify opportunities to recommend products and services that meet members' needs, collaborate with team members to achieve service goals, and participate in ongoing training and development to enhance the overall member experience.

New!

Racine, WI3 days ago

With more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative Financial Services marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. As a Customer Service Representative you will:* Complete cash transactions for our customers* Initiate customer loans* Contact customers about past due payments* Work rotating shifts and some Saturdays.

Kenosha, WI16 days ago

Remote

Full-time

As a Remote Services Representative, you’ll serve as a trusted point of contact for families seeking financial protection and peace of mind. In this role, you’ll help protect families and children by guiding them through important financial decisions with care, professionalism, and integrity—all from the comfort of your home.

Menomonee Falls, Wisconsin30+ days ago

Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

New!

Glendale, Wisconsin4 days ago

Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.

Milwaukee, WI30+ days ago

Full-time
Employee

As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.

Glendale, WI30+ days ago

As our Account Representative, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Ladsten Insurance and Financial Services, Inc is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Cedarburg, WI30 days ago

As our Insurance Account Representative - State Farm Agent Team Member, your knowledge of insurance products and industry trends equips you to communicate directly with customers, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Catharine Albin - State Farm Agency Intern is searching for a competitive person who can recognize opportunities and strategically turn leads into long-lasting customer relationships.

Pewaukee, WI30+ days ago

Full-time

Primary ResponsibilitiesMeet or exceed assigned sales quota by executing the sales cycle, setting up closing appointments, maintaining assigned contact lists, participating in professional associations, hosting lunch-and-learns, and promoting continuing education (CE) courses. Conduct objective-to-objective daily marketing contacts, build customer relationships and rapport by educating them on the reasons SERVPRO® is the best cleaning and restoration company in the world, compile and maintain center of influence information., identify “Target 25” (Top 25 contacts to develop into clients).

West Allis, WI11 days ago

As a Full Time, Customer Service Representative at Peoples State Bank in Milwaukee, WI, you'll have the chance to interact with a variety of customers and make a real difference in their banking experience. Your keen problem-solving skills will shine as you navigate customer inquiries and concerns, and your knack for spotting cross-selling opportunities will elevate your status as a key team player.

Franklin, Wisconsin9 days ago

$52,000–$64,000 Per Year

Also makes note of any special or unusual customer requests•Suggests value-added products to customers to enhance product performance based on the nature of the customer’s job•Enters the customer order timely, accurately, and completely into the dispatch system•Advises customer of any potential issues/concerns regarding product order such as load limits, scheduling conflicts, vehicle weight limitations, etc. Overview: Salary: $52,000 - $64,000 AnnuallyLocation: On-site in Franklin, Wisconsin OfficeSummary:The Dispatch & Customer Service Representative is primarily responsible for coordinating the timely delivery of concrete from plant locations to job sites according to customer requests and expectations while using the most efficient and cost-effective processes possible.

Racine, Wisconsin30+ days ago

New!

Milwaukee (Muskego), Wisconsin2 days ago

$80,000–$120,000 Per Year

High Earning Potential (commission): Most of our Sales Representatives earn avg $80,000-$120,000 in commission a year. You don’t need to have sales experience; you need to be self-motivated, driven, detail oriented, and someone who understands and values the customer experience.

Franklin, Wisconsin30+ days ago

$80,000–$100,000 Per Year

Responsible for consulting, bidding projects, customer service, generating new business, retaining/growing existing business and participating in trade associations and community involvement for assigned territories. The Sales Representative will identify, develop, sell and service customers in the ready-mix/concrete and building materials market.

New!

Milwaukee, WI3 days ago

Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Although many of our customers have banking relationships, we believe that our customers use our financial services because they are convenient, transparent, and frequently more affordable than available traditional alternatives.

Brookfield, WI24 days ago

As a Customer Service Representative - State Farm Agent Team Member with Brian Brecklin - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.

Brookfield, WI30+ days ago

ROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Brian Brecklin - State Farm Agent, you are vital to our daily business operations and customers’ success. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.

West Allis, WI30+ days ago

As a Customer Relations Representative - State Farm Agent Team Member with Brian Brecklin - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.

Milwaukee, WI30+ days ago

Remote

Full-time

We offer a 3–4 day schedule, unlimited earning potential, and all-expenses-paid travel incentives, all while working primarily from home. We’re seeking Sales Customer Representatives who want flexibility, independence, and impact.

Franklin, WI30+ days ago

ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with James Bild - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

New!

Milwaukee, WI4 days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

New!

Pewaukee, WI6 days ago

Not at allPhysical ActivityFrequency at which you would do the following in a typical day:* Sitting (a continuous period of being seated) - Continuously* Standing (for sustained periods of time) - Frequently* Walking (moving about on foot to accomplish tasks) - Frequently* Bending/stooping (downward and forward) - Occasionally* Crawling (moving about on hands and knees or hands and feet) - Not at all* Climbing/Walking Stairs (ascending or descending) - Frequently* Reaching (extending arms in any direction) - Frequently* Crouching/squatting (bending the body downward and forward by bending leg and spine) - Occasionally* Kneeling (bending legs at knee to come to rest on knee(s)) - Occasionally* Balancing (maintaining body equilibrium to prevent falling) - Occasionally* Repetitive motion (substantial movement (motions) or the wrists, hands, and/or fingers) - Continuously* Pivoting (movement in any direction with one foot, keeping the other in contact with the floor) - Occasionally* Pushing/Pulling (using upper extremities to press against or draw or tug) - Occasionally* Grasping (Applying pressure to an object with the fingers and palm) - Continuously* Fingering (picking, pinching, typing; working with primarily fingers and not whole hand) - Continuously* Talking (expressing or exchanging ideas by means of the spoken word) - Continuously* Driving (the control and operation of a motor vehicle) - Occasionally* Desk work (work usually performed at a desk) - Continuously* Use of a computer - Continuously* Use of a telephone - Continuously* Hearing (Perceiving the nature of sounds at normal speaking levels) - Continuously* Exposure (to adverse weather & temperature conditions) - Occasionally* Travel (travel needed to perform job duties) - OccasionallyAdditional InformationThis job description is a summary of the job duties and responsibilities and is not intended to cover all possible job duties and is subject to change at the employer's discretion. Drug Free/Smoke Free workplaceEmployment may be contingent on the offered candidate successfully passing one or more of the following pre-employment screenings:* Criminal background check (required for all positions)* Motor Vehicle Record (MVR) check (required for positions involving driving)* Drug testingThe MVR check and drug testing vary by role and will be communicated to the offered candidate during the onboarding process and as applicable.

Kenosha, Wisconsin21 days ago

Ability to quickly learn and apply knowledge related to multiple software programs: ERP, customer relationship management, supplier solutions, etc. • Identify, document and recommend delinquent accounts requiring external collection efforts and which could create bad debt or financial exposure.

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Financial Representative Jobs in Saint Francis, WI

Lead Financial Advisor Vaco LLC

Sr Direct Sales Representative TDS Telecom

Field Sales Representative TDS Telecom

Remote Sales Representative Reineke Agency

Senior Director-Advisor Equity Partnerships Northwestern Mutual

Vice President-Claims Operations Northwestern Mutual

Senior Director of Product, Wealth Management Northwestern Mutual

Financial Representative - Seeking Growth Wisconsin Region - Modern Woodmen of America

College Financial Representative, Internship Program Northwestern Mutual

Bilingual Financial Service Representative Heights Finance Corporation

Bilingual Financial Service Representative Attain Finance

Financial Services Representative - State Farm Agent Team Member Joe Woelfle - State Farm Agent

Financial Advisor Northwestern Mutual

Senior Financial Advisor World Insurance Associates, LLC.

Junior Financial Advisor World Insurance Associates, LLC.

Financial Advisor/Wealth Manager Professions Inc

Financial Advisor Johnson Financial Group

Financial Consultant Johnson Financial Group

Financial Liaison III - Finance Department United Migrant Opportunity Services (UMOS)

Chief Financial Officer MRA Recruiting Services

Financial Services - Work From Home Spade Recruiting

Insurance and Financial Services Position - State Farm Agent Team Member Andy Balistreri - State Farm Agent

Customer Service Representative Community Choice Financial Family of Brands

Part time Patient Customer Service Representative R1 RCM

Part Time Patient Customer Service Representative R1 RCM

Outside Sales Representative Orkin

Outside Sales Representative - Metals Manufacturing SITE Staffing Inc.

Contact Center - Member Service Representative Kohler Credit Union

Customer Service Representative QC Holdings

Customer Service Representative Apply Today VIRTUAL Globe Life AIL - Lisa Russel

Bank Sales & Service Representative (Universal Banker) First Citizens Bank

Bank Sales & Service Representative(Universal Banker/Teller) First Citizens Bank

Sales Representative Liberty National Insurance Company

Account Representative - State Farm Agent Team Member Nate Ladsten - State Farm Agent

Insurance Account Representative - State Farm Agent Team Member Catharine Albin - State Farm Agency Intern

Sales & Marketing Representative RJ Restoration LLC

Customer Service Representative Peoples State Bank

Dispatch & Customer Service Representative Ozinga Bros, Inc.

Patient Service Representative Dental Care Alliance

Sales Representative LeafGuard

Sales Representative Ozinga Bros, Inc.

Customer Service Representative Bilingual Spanish Preferred PLS

Customer Service Representative - State Farm Agent Team Member Brian Brecklin - State Farm Agent

Account Representative - State Farm Agent Team Member Brian Brecklin - State Farm Agent

Customer Relations Representative - State Farm Agent Team Member Brian Brecklin - State Farm Agent

Entry Level Sales Customer Representative - Remote Vanguard Nexus

Registered Representative - State Farm Agent Team Member James Bild - State Farm Agent

Customer Relations Representative - State Farm Agent Team Member Laura Ashley - State Farm Agent

Customer Service Representative Border States Industries

Collections Representative Snap On

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