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Full Time
3/25/2025
Waukesha, WI 53186
(15.8 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 OpeningsFinancial Representative Trainee (Sales) - Tampa, FL Florida | 503743 Field Development Supervisor (Mutual of Omaha Advisors) - Irvine, CA California | 503783 Financial Representative Trainee (Sales) - Guaynabo, Puerto Rico Puerto Rico | 503742
Full Time
3/25/2025
New Berlin, WI 53151
(22.1 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
3/25/2025
Grafton, WI 53024
(31.1 miles)
It’s a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:HourlyJob Description:Join America’s most trusted brand with over 100 years of service.$2,500 Signing Bonus for new hires**To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment. Additional details can be provided by our Recruiting Team at the time of application**Why Choose AAA The Auto Club Group (ACG)ACG offers excellent and comprehensive benefits packages:Medical, dental and vision benefits401k MatchPaid parental leave and adoption assistancePaid Time Off (PTO), company paid holidays, CEO days, and floating holidaysPaid volunteer day annuallyTuition assistance program, professional certification reimbursement program and other professional development opportunitiesAAA MembershipDiscounts, perks, and rewards and much moreTrusted Insurance BrandWalk-in traffic in local AAA branches from Travel/Car Care/Life Lead generation of 14+ million members Annual Sales Incentive TripA DAY IN THE LIFE of a Field Insurance Agent IThe Auto Club Group is seeking a prospective Field Insurance Agent I who is responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch.Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insureds, and grow ACG’s overall insurance book of business.Effectively overcomes objections to close the sale and/or retain the insured.Works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.Conducts insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.Participates in local branch events, to solicit new business, create and expand business networks.Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand.Responds to customer inquiries and requests relating to insurance, membership, and financial products.Refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.HOW WE REWARD OUR EMPLOYEESAverage annual earnings $57,000-$87,000+Pay StructureBase Pay $31,200 (non-exempt, eligible for overtime)Unlimited commission potentialElevated commission payout (first 15 months)Supplemental PayAdditional $200/week for months 0-2Additional $150/week for months 3-4Additional $100/week for months 5-6New Hire On-Pace BonusWE ARE LOOKING FOR CANDIDATES WHORequired Qualifications:Current Property & Casualty Insurance Sales licenseCurrent Life & Health Insurance Sales license, or obtain within 90 days of hireMust qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.EducationHigh School diploma or equivalentWork experience1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)Successful candidates will possess:Strong sales skills with a knowledge of effectively developing, tracking, following up on and closing leads.Possess consultative selling techniques utilizing thorough product knowledge.Strong prospecting skillsExcellent verbal and written communication skills combined with strong customer focusAmbition, motivation, and driveKnowledge of desktop systems including, but not limited to, CRM and Microsoft Office software applications.Excellent listening skills and ability to understand customer needs.Work EnvironmentWorks in a temperature-controlled branch location. Ability to work irregular hours with possible weekend work. May travel to local branch events.#appcastWho We AreBecome a part of something bigger.The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance.And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other.We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.To learn more about AAA The Auto Club Group visit www.aaa.comImportant Note:ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.Regular and reliable attendance is essential for the function of this job.AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
Full Time
4/9/2025
Madison, WI 53774
(44.8 miles)
You will learn to sell, quote, bind coverage for prospects. Responsible for completing extensive training and development programs to gain product knowledge, sales and customer service skills needed to effectively review existing coverage and advises prospects and customers regarding policy and coverage options.Position Compensation Range:$25.00 - $31.25Pay Rate Type:HourlyCompensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.Primary Accountabilities•Sells property and casualty insurance products to new or existing clients. Estimate and quote policy premiums complying with underwriting guidelines.•Makes appropriate recommendations on policy coverages and options, closes sales, and process applications.•Gather all necessary information to assess if prospective customers meet underwriting guidelines. Contact appropriate division for underwriting guidance when needed.•Meet sales and sales quality goals.•Gain and demonstrate knowledge of American Family`s competitive advantage by comparing competitor products and services.•Develop knowledge and skills to qualify and follows up with sales leads.•Identify clients` needs and cultivate effective sales relationships.•Learn to convert incoming leads into qualified customer engagementsSpecialized Knowledge & Skills Requirements•Attention to detail to provide accurate quotes to clients.•Ability to multi-task on multiple computer systems/screens during a quote.•Ability to clearly explain insurance concepts and coverages to clients.LicensesMust have Property & Casualty Insurance Producers licenses.Preferred candidates will also hold their license in Life.•Must complete required continuing education credits to maintain state property and casualty producer licenses.•Must maintain property and casualty producer licenses for all operating states and/or service states.In this role you will be paid hourly. we offer an uncapped Variable Compensation Monthly Bonus plan based on sales performance and key performance indicators.We also offer 7% shift premium for your bilingual skills.Travel Requirements•Up to 10%.Physical Requirements•Work that primarily involves sitting/standing.Working Conditions•Not Applicable.In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to one of our office locations (within approximately 35-50 miles). On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events.These offices are located in:Madison, WI 53783; Boston, MA 02110; Denver, CO 80112; Keene, NH 03431; St. Joseph, MO 64507; Eden Prairie, MN 55343 and Phoenix, AZ 85034.Internal candidates are encouraged to apply regardless of location and will be considered based on the needs of the role.Core business hours are 8 am to 7 pm CT Monday-Friday and 8:00am-4pm Saturdays.Training begins Monday, May 10, 2025 No Time off allowed during training hours (Training is approximately 6 weeks).Licenses:You must hold an active Property and Casualty Insurance Producer's License. American Family Insurance will pay to maintain your licenses after hire along with all CE requirements.#LI-RemoteWe encourage you to apply even if you do not meet all of the requirements listed above. Skills can be used in many different ways, and your life and professional experience may be relevant beyond what a list of requirements will capture. We encourage those who are passionate about what we do to apply!We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.#LI-LS1
Full Time
4/12/2025
Waukesha, WI 53188
(13.0 miles)
Sales AnalystCorporate Headquarters12575 Uline Drive, Pleasant Prairie, WI 53158Identify. Interpret. Inform. As a Sales Analyst, tap your analytical expertise to translate data and trends into actionable recommendations to leadership of Uline’s growing Sales team. It’s time you grow, with Uline!Better together!This position is on-site, and we are looking for people who share our passion.Position ResponsibilitiesExamine sales and operations data to find areas for improvement.Create data-based memos, reports and presentations for management.Use SQL and other tools to turn data into useful insights.Design and maintain dashboards and reports with visualization tools.Minimum RequirementsBachelor's degree. A focus in business, information technology or computer science preferred.1+ years of experience in an analytical or operations role.Proficient in Microsoft Office with intermediate Excel skills.SQL, SSRS or Power BI knowledge a plus.Strong organizational, analytical and 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 and 15 sales offices.Uline is adrug-free workplace.EEO/AA Employer/Vet/Disabled#LI-AR1#CORP(#IN-PPSLS)
Full Time
4/4/2025
Milwaukee, WI 53202
(30.2 miles)
Sherwin-Williams is seeking motivated individuals with an interest in sales, customer service, leading a successful team to join our Leadership Development Program (“LDP”). LDP is an eight (8) week program offering hands-on experience working in an Automotive Branch designed to provide successful candidates with a comprehensive learning experience through practical experience. Successful candidates will be placed in training position in an Automotive Branch in Central Region WIMNILINIAMINESDOH During this program, participants will gain essential insight into sales, customer service, finance, and strategic business planning to support operations. Participants will also have access to professional networking opportunities to build cross-functional partnerships with Marketing, Operations, and Research & Development. Our training experience provides you with skills necessary for a successful career in management and professional sales. Upon successful completion of the 8-week training program, participants will progress into an available Assistant Branch Manager position. This position requires relocation for the training period and for placement into Assistant Branch Manager upon successful completion of the LDP. This training program is currently scheduled to begin in 2025. Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.LDP’s will support Branch Managers in essential aspects of branch operations including the following functions: Develop branch market plan based on market conditions, branch mission, and financial objectives Implement business strategies to increase sales and optimize profitabilityBuild knowledge of products to ensure effective customer recommendationsProvide excellent customer serviceVerify that customer orders and transactions are completed and documented accuratelyMaintain branch inventory levelsEnsure compliance with policies and procedures including safety, loss prevention, and securitySupport employee training, development, performance management, and corrective actionRespond to and resolve any customer and/or employee complaintsAssist in determining staffing needs and develop work schedulesAnalyze management and financial reports, including financial ratios relative to Profit & Loss (“P&L”)Assist in making deliveries, as needed Minimum Requirements Must be at least eighteen (18) years of ageMust be legally authorized to work in the country of employment without needing sponsorship for employment work visa status now or in the futureMust have a valid, unrestricted Driver’s LicenseMust be able, with or without reasonable accommodation, to retrieve material from shelves and floor stacks and lift and carry up to 50 lbs. frequently and up to 70 lbs. on occasionMust have at least a bachelor's degree by the start of this development programMust be willing to relocate for this position, if required Preferred Qualifications Willingness to relocate, as required, upon completion of the development programHave a bachelor's degree or higher in Sales, Marketing, Management, Business, Operations, or Supply ChainHave at least one (1) year experience working in a retail, sales, or customer service positionHave previous experience working in a team-oriented setting including work experience, extracurricular activities, military service, etc.Have at least one (1) year of experience in leadership role(s), supervising others, or leading teams
Full Time
3/25/2025
Milwaukee, WI 53244
(31.6 miles)
It’s a great time to join AAA The Auto Club Group!JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARDJob Type:Full timeExempt/Non Exempt:HourlyJob Description:Join America’s most trusted brand with over 100 years of service.$2,500 Signing Bonus for new hires**To qualify for the Sign-On Bonus, applicants must be new to ACG (not applied in the last 180 days.) There is a 1-year payback clause if your employment is terminated prior to completing 12 months of employment. Additional details can be provided by our Recruiting Team at the time of application**Why Choose AAA The Auto Club Group (ACG)ACG offers excellent and comprehensive benefits packages:Medical, dental and vision benefits401k MatchPaid parental leave and adoption assistancePaid Time Off (PTO), company paid holidays, CEO days, and floating holidaysPaid volunteer day annuallyTuition assistance program, professional certification reimbursement program and other professional development opportunitiesAAA MembershipDiscounts, perks, and rewards and much moreTrusted Insurance BrandWalk-in traffic in local AAA branches from Travel/Car Care/Life Lead generation of 14+ million members Annual Sales Incentive TripA DAY IN THE LIFE of a Field Insurance Agent IThe Auto Club Group is seeking a prospective Field Insurance Agent I who is responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch.Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insureds, and grow ACG’s overall insurance book of business.Effectively overcomes objections to close the sale and/or retain the insured.Works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.Conducts insurance review for clients to identify a range of suitable products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.Participates in local branch events, to solicit new business, create and expand business networks.Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand.Responds to customer inquiries and requests relating to insurance, membership, and financial products.Refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.HOW WE REWARD OUR EMPLOYEESAverage annual earnings $57,000-$87,000+Pay StructureBase Pay $31,200 (non-exempt, eligible for overtime)Unlimited commission potentialElevated commission payout (first 15 months)Supplemental PayAdditional $200/week for months 0-2Additional $150/week for months 3-4Additional $100/week for months 5-6New Hire On-Pace BonusWE ARE LOOKING FOR CANDIDATES WHORequired Qualifications:Current Property & Casualty Insurance Sales licenseCurrent Life & Health Insurance Sales license, or obtain within 90 days of hireMust qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.EducationHigh School diploma or equivalentWork experience1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)Successful candidates will possess:Strong sales skills with a knowledge of effectively developing, tracking, following up on and closing leads.Possess consultative selling techniques utilizing thorough product knowledge.Strong prospecting skillsExcellent verbal and written communication skills combined with strong customer focusAmbition, motivation, and driveKnowledge of desktop systems including, but not limited to, CRM and Microsoft Office software applications.Excellent listening skills and ability to understand customer needs.Work EnvironmentWorks in a temperature-controlled branch location. Ability to work irregular hours with possible weekend work. May travel to local branch events.#appcastWho We AreBecome a part of something bigger.The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance.And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other.We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.To learn more about AAA The Auto Club Group visit www.aaa.comImportant Note:ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.Regular and reliable attendance is essential for the function of this job.AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
Full Time
3/25/2025
Sun Prairie, WI 53590
(37.4 miles)
Client advocate. Skilled communicator. Problem solver. Does that describe you If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.Job OverviewPosition Schedule: Full-TimeBranch Address: 240 E Main St, Sun Prairie, WIThis job posting is anticipated to remain open for 30 days, from 22-Jan-2025. The posting may close early due to the volume of applicants.If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.We'll give you the support you need.Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training programA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesWhat characteristics would make you a successful Associate Financial Advisor Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsCritical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriateResiliency and adaptability in a nimble learning environmentAttention to detail, strong organizational and time management skillsCan you see yourself...Providing personalized investment and financial solutions to clients Cultivating relationships in your local community to grow the business Contributing to the branch business plan to increase branch effectiveness As a salaried professional, you can also expect...A culture of continuous improvement and professional developmentFull-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.You'll be competitively compensated...Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00Hiring Maximum: $69100.00Read More About Job OverviewSkills/RequirementsKey responsibilities with existing and newly created clientsResponsibilities may include:Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.Continually develop yourself to grow personally and professionally.Job RequirementsHigh School Diploma/Equivalent required; Bachelor's degree preferredSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study periodAt least 3-5 years of relevant experience in securities industry preferredFINRA licenses required within three months. State insurance licenses requiredAs an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standingRead More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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