Top 66 Insurance advisor Jobs in Madison, Wi

Client Services Associate I - Wealth Management Department
UW Credit Union —Madison, WI
- From $25.46 an hour
- Full-time
- Office
- Finance
- US work authorization
- Paid holidays
- Health insurance
Client Services Associate - Middleton, WI
Savant Wealth Management —Middleton, WI
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
6d
Account Manager
Employer Health Care Alliance Coop., Inc —Fitchburg, WI
- $105,000 - $115,000 a year
- Microsoft Excel
- Marketing
- Writing skills
Associate Financial Advisor
Wealth Enhancement Group —Madison, WI
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
12d
Associate Advisor - Middleton, WI
Savant —Middleton, WI
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Senior Account Manager - Health Insurance
Wis Phys Svc Ins Corp —Madison, WI
- $85,000 - $105,000 a year
- Hybrid work
- Marketing
- Public speaking
- 3 years
- Health insurance
- Dental insurance
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Insurance Agent - Sun Prairie, WI
COUNTRY Financial —Sun Prairie, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Madison, WI
COUNTRY Financial —Madison, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Fitchburg, WI
COUNTRY Financial —Fitchburg, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - Madison and Surrounding Areas
Thrivent —Madison, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Insurance Agent - Verona, WI
COUNTRY Financial —Verona, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Consultant I
UW Credit Union —Madison, WI
- From $70,050 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Full-Time Financial Representative (Paid Licensing & Training!)
Northwestern Mutual —Middleton, WI
- $75,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Associate Financial Advisor
Edward Jones —Stoughton, WI
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate Financial Advisor - Licensed
The QTI Group —Madison, WI
- $60,000 a year
- Private practice
- Mid-level
- Finance
Quick Apply
Client Service Specialist
Walkner Condon Financial Advisors —Verona, WI
- $60,000 - $100,000 a year
- Full-time
- Google Workspace
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d
Financial Services Professional - Hybrid Remote (WI)
Bankers Life —Madison, WI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Advisor
New York Life —Madison, WI
- $57,000 - $245,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Entry level
- Paid training
- Health savings account
Quick Apply
Call Center - Customer Service Agent (On-Site)
Renuity —Madison, WI
- $17.50 an hour
- Weekends as needed
- No experience needed
- Computer skills
- In-person
- Paid parental leave
- Paid holidays
Quick Apply

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insurance advisor jobs near madison, wi

Client Services Associate I - Wealth Management Department

UW Credit Union -
Madison, WI

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Job Details

Full-time
From $25.46 an hour

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Phone communication
Series 7
Securities Industry Essentials
FINRA License
Life & Health Insurance License
Office phone management

Full Job Description

Overview:

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities:

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

Start the day off preparing the office for appointments for the Advisors.
Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
Interact with members in-person and over the phone to review their account status, answer questions and collect information.
Continuously organize and regroup from priority interruptions while completing daily routine tasks.
Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
Make outbound calls regarding various client situations and routine tasks.
Work with multiple Financial Advisors to support sales functions.

Qualifications:

What You’ll Need to Succeed

Associate's degree in buisness, finance or related field required or equivalent work experience.
1+ year of experience in financial services, bank operations and/or client services.
1+ years of customer service experience preferred.
High level of problem-solving skills
Demonstrated experience with inbound and outbound customer/member calls
Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
- WI Insurance Life & Health License
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66

Working at UW Credit Union:

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

21.5 days of annual time off (accrued per pay period)
2 weeks paid caregiver leave
2.5 weeks paid new child parental leave
2 days paid volunteer time
10 paid holidays (including your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
Variable bonus reward
Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
Employee Assistance Program
And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

Apply Now

Refine Your Search

insurance advisor jobs in madison, wi

Client Services Associate I - Wealth Management Department

Client Services Associate - Middleton, WI

Account Manager

Associate Financial Advisor

Associate Advisor - Middleton, WI

Senior Account Manager - Health Insurance

Associate Financial Advisor - Wisconsin Heartland Associates

Insurance Agent - Sun Prairie, WI

Insurance Agent - Madison, WI

Insurance Agent - Fitchburg, WI

Financial Advisor - Madison and Surrounding Areas

Insurance Agent - Verona, WI

Financial Consultant I

Full-Time Financial Representative (Paid Licensing & Training!)

Associate Financial Advisor

Associate Financial Advisor - Licensed

Client Service Specialist

Financial Services Professional - Hybrid Remote (WI)

Financial Advisor

Call Center - Customer Service Agent (On-Site)

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