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Accounting / Finance Jobs
Full Time
3/25/2025
Waukesha, WI 53186
(8.5 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsGroup Benefits Enrollment Manager - Remote Remote | 503839 Sales Specialist (Group Benefits) – Phoenix, AZ Arizona | 503704 Renewal Executive - Dallas, TX Texas | 503809
Full Time
3/25/2025
Milwaukee, WI 53244
(7.6 miles)
The Estimator’s primary responsibility and accountability is to provide an exceptional and successful customer experience whilecreating estimates, coordinating repair needs for customers including all communication, informing and updating customers andinsurance companies throughout the repair process. The Estimator accurately assesses the damage of vehicles and documentsneeded repairs and parts replacement on the damage appraisal. The Estimator plays a pivotal role in the success of the customer’sexperience by ensuring they are working in alignment with all team members in achieving the repair facility's KPIs. Key Job Responsibilities Role and RequirementsEnsure every customer interactionis documented, updated efficiently and accurately with pertinent detailsProvide Customer with accurate and timely information, guiding them through the repair process and ensuring that theyreceive excellent customer serviceEnsure compliance with all insurance client requirements, processes and metricsEnsure compliance with all WOW Operating Way’s regarding customer drop-offs, repair planning, customer communication,and deliveryCommunicate all customer requests and needs to appropriate team membersProvides positive energy when greeting customers in person and on the phoneUnderstanding of all required Insurance programs and proceduresParticipate in daily “production walks” with the Management Team, as requiredSupport all team members when requiredParticipate in monthly Health & Safety and staff meeting (if required)Attend training, information sessions and workshops recommended by Store ManagerMaintain the store's KPI’s by maximizing role performanceUphold the company's Core Values : Honesty, Integrity & RespectEducation and/or Experience Required Knowledge of Repairs and OE GuidelinesHigh School Diploma or equivalentAwareness of where to look for answersBasic Computer SkillsCompliance for DRP’s Minimum of 1-year experienceMust be willing to complete I-CAR TrainingValid Driver’s License Required Skills/Abilities Awareness of where to look for answersBasic Computer SkillsCompliance for DRP’s Minimum of 1-year experienceMust be willing to complete I-CAR TrainingValid Driver’s LicensePlease note, this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.The physical demands of your job must be met to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the job.Compensation DetailsPay: $50,000 - $120,000
Full Time
4/9/2025
Milwaukee, WI 53202
(8.0 miles)
New, easy-to-apply options are available for this role: chat with our recruiting assistant Ana at careers.cargill.com or .Want to build a stronger, more sustainable future and cultivate your career Join Cargill's global team of 160,000 employees who are committed to safe, responsible and sustainable ways to nourish the world. This position is in Cargill’s protein and salt business, where we provide wholesome, high-quality food products to a wide range of customers, from foodservice operators and grocery stores to manufacturers and exporters.Job Location:Milwaukee, WIJob Type:Full TimeShift(s) Available:2ndCompensation:$25.35/hrBenefits InformationCompetitive PayMedical, Dental, Vision, and Prescription Drug InsuranceHealth and Wellness IncentivesPaid Vacation and Holidays 401(k) with Cargill matching contributionsFlexible Spending Accounts (FSAs)Short-Term Disability and Life InsuranceEmployee Assistance Program (EAP)Tuition ReimbursementEmployee DiscountsProduction: health benefits commence on the 1st of the month after 90 days of employmentSalary: health benefits commence on the 1st of the month following the date of hirePrincipal AccountabilitiesResponsible for managing packaging and labelling inventoryWork with purchasing department for ongoing management of inventory levelsStage inventory on floor for production runsEnsure inventory accuracy and waste reductionAssist with setting up packaging materials on equipmentCommunicate with planning/scheduling to plan inventory for upcoming runsRequired QualificationsMust be eligible to work in the United States without visa sponsorshipMust be 18 years or olderAbility to read, write, and speak EnglishAbility to perform basic math functionsMust be able to lift 60-80lb boxes on a consistent daily basis.Ability to manage multiple priorities at once, have strong organizational skillsDemonstrate basic computer skills including data entry and data retrievalAbility to work in a cold environment, and the ability to work in a potentially physically strenuous environmentAble to work holidays and weekends as needed to meet customer demandForklift certified or capable of being certified Preferred QualificationsHigh school diploma or GEDPlease note that this position does not include relocation reimbursement.Equal Opportunity Employer, including Disability/Vet
Full Time
4/13/2025
Milwaukee, WI 53244
(7.6 miles)
Inventory Control ManagerCorporate Headquarters12575 Uline Drive,Pleasant Prairie, WI 53158Take the lead in keeping Uline’s inventory accurate, efficient and ready to ship - because speed and precision are what set us apart! As an Inventory Control Manager, you’ll guide the team behind data-driven solutions that streamline processes and support our growing company!Better together!This position is on-site, and we are looking for people who share our passion.Position ResponsibilitiesOversee Uline’s Inventory Control Analytics team, ensuring inventory accuracy through proactive reporting and audits.Identify root causes of discrepancies and develop data-backed solutions to enhance efficiency.Optimize inventory processes, eliminating redundancies and improving health.Partner with key teams to drive continuous improvement and support company goals.Minimum RequirementsHigh School Diploma. Bachelor's degree preferred.5+ years of warehousing experience with 3+ years in a managerial or supervisory role.Ability to multitask and work on your own with precise detail.Demonstrated leadership abilities and interpersonal skills.Ability to travel to Uline's North American locations.BenefitsComplete health insurance coverage and 401(k) with 6% employer match that starts day one!Multiple bonus programs.Paid holidays and generous paid time off.Tuition Assistance Program that covers professional continuing education.Employee PerksOn-site caf and first-class fitness center with complimentary personal trainers.Over four miles of beautifully maintained walking trails.About UlineUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 13 locations.Uline is a drug-free workplace.EEO/AA Employer/Vet/Disabled#LI-TE2#CORP(#IN-PPOPS)
Full Time
4/4/2025
Gurnee, IL 60031
(43.2 miles)
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. Our unique business model is a competitive strength and value driver, powered by our talented colleagues who put our customers first and achieve better results for our clients.Why join us An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and annual discretionary bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhat you’ll do: As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. In this dual role, you will contribute to the success of the branch by:Building lasting relationships with customers, discovering their financial needs and tailoring product and service recommendationsCollaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needsOperating a teller drawer serving customers in the lobby/drive-upOpening accounts, performing account maintenance and assisting customers with digital productsRecognizing potential fraud and other risksDepending on the shift, you might be responsible for bank opening/closingHelping support community and bank eventsQualifications:1-3 years of experience in a customer service, financial service, or sales roleRelationship Banker/Personal Banker experience preferredHigh School Degree or GEDIntermediate computer skillsBenefits:Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceCompensation:The estimatedhourly ratefor this role is $21.00 - $28.00, along with eligibility to earn an annual bonus. Actualpayrate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.#LI-ONSITE#LI-KP1From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Full Time
3/25/2025
Waukesha, WI 53186
(8.5 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsGroup Benefits Enrollment Manager - Remote Remote | 503839 Sales Specialist (Group Benefits) – Phoenix, AZ Arizona | 503704 Renewal Executive - Dallas, TX Texas | 503809
Full Time
4/3/2025
Milwaukee, WI 53244
(7.6 miles)
Supply Chain Financial AnalystCorporate Headquarters12575 Uline Drive, Pleasant Prairie, WI 53158Are you an expert at interpreting data to identify trends that make an impact Then you belong at Uline - one of the largest freight shippers in North America! Join our Logistics team as a Supply Chain Financial Analyst using cutting-edge analytics to help us deliver legendary customer service.Better together!This position is on-site, and we are looking for people who share our passion.Position ResponsibilitiesDevelop and review logistics spending using data mining tools to identify trends, variances and opportunities to present to leadership.Collaborate with other Uline teams to provide insights that enhance our logistics operations.Create reports and dashboards to boost financial visibility and operational efficiency.Update our logistics systems with new rates, surcharges and service standards based on negotiations and network changes.Minimum RequirementsBachelor’s Degree.2+ years of experience in cost analysis or finance a plus.Advanced Microsoft Office skills.SQL knowledge preferred.Excellent communication skills.BenefitsComplete health insurance coverage and 401(k) with 6% employer match that starts day one!Multiple bonus programs.Paid holidays and generous paid time off.Tuition Assistance Program that covers professional continuing education.Employee PerksOn-site caf and first-class fitness center with complimentary personal trainers.Over four miles of beautifully maintained walking trails.About UlineUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,000 employees across 13 locations.Uline is adrug-free workplace.EEO/AA Employer/Vet/Disabled#LI-MW2#CORP(#IN-PPANA)
Full Time
3/25/2025
Waukesha, WI 53186
(8.5 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsGroup Benefits Enrollment Manager - Remote Remote | 503839 Sales Specialist (Group Benefits) – Phoenix, AZ Arizona | 503704 Renewal Executive - Dallas, TX Texas | 503809
Full Time
3/25/2025
Waukesha, WI 53186
(8.5 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsGroup Benefits Enrollment Manager - Remote Remote | 503839 Sales Specialist (Group Benefits) – Phoenix, AZ Arizona | 503704 Renewal Executive - Dallas, TX Texas | 503809
Full Time
3/25/2025
Waukesha, WI 53186
(8.5 miles)
Financial Representative Trainee (Sales) - Milwaukee, WILocation: WisconsinWork Type: Full Time RegularJob No: 503741Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career.WHAT WE CAN OFFER YOU:Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days.Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive.$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.401(k) plan with a 2% company contribution and 6% company match.Work-life balance with vacation, personal time and paid holidays. See ourbenefits and perks pagefor details.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.Be highly self-motivated and results-oriented, working both independently and as part of a team.Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at .Fair Chance Notices Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsGroup Benefits Enrollment Manager - Remote Remote | 503839 Sales Specialist (Group Benefits) – Phoenix, AZ Arizona | 503704 Renewal Executive - Dallas, TX Texas | 503809
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