Top 271 client advisor Jobs in madison wi

Insurance Agent - Fitchburg, WI
COUNTRY Financial —Fitchburg, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Verona, WI
COUNTRY Financial —Verona, 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 - Madison, WI
COUNTRY Financial —Madison, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Middleton, WI
COUNTRY Financial —Middleton, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Sun Prairie, WI
COUNTRY Financial —Sun Prairie, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Tax Preparer Full Time or Seasonal EA or CPA
Hagen CPA —Evansville, WI
- $30 - $40 an hour
- Weekends as needed
- CPA
- 5 years
- Research
- Health insurance
Quick Apply
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Stoughton, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Financial Advisor
New York Life —Madison, WI
- $57,000 - $245,000 a year
- Full-time
- Hybrid work
- Entry level
- Paid training
- Health savings account
Quick Apply
11d
Financial Planning and Investment Associate
Northwestern Mutual —Middleton, WI
- $60,000 - $100,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Wealth Advisor - Madison
UW Credit Union —Madison, WI
- From $75,000 a year
- Full-time
- Writing skills
- Mid-level
- Microsoft Office
- Paid parental leave
- Paid holidays
4d
Leasing Officer (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- 5 years
- Finance
- Driver's License
Quick Apply
2d
Financial Planning Analyst
Heckmann Financial —Middleton, WI
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Client Care Advisor
Home Instead - Madison —Madison, WI
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Planning Associate
Northwestern Mutual —Middleton, WI
- $52,000 - $57,000 a year
- Full-time
- Background check
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor - Licensed
The QTI Group —Madison, WI
- Monday to Friday
- Mid-level
- Office
- Finance
Quick Apply
Fleet Service Advisor
BBL Fleet —Madison, WI
- Weekends as needed
- Background check
- Customer service
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Client Service Associate
The QTI Group —Madison, WI
- Mid-level
- Office
- Financial services
Quick Apply
Senior Associate
Goodwin Recruiting —Madison, WI
- $100,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Paid time off
- 401(k) matching
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Madison, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply

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client advisor jobs near madison wi

Insurance Agent - Fitchburg, WI

COUNTRY Financial -
Fitchburg, WI

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Job Details

Full-time

Qualifications

Customer communication
Life insurance knowledge
Property & Casualty License
Health insurance
Property casualty insurance
Life & Health Insurance License

Full Job Description

We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.

COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.

The Career
Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they
are in business for themselves but not by themselves, and they:

Diversify their income through our portfolio of property and casualty, life and health lines.
Have the flexibility to manage their schedules to balance their careers and personal interests.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services.
Establish an office and build a staff.

We Offer
COUNTRY Financial® Insurance Agents have uncapped earning potential and:

Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity.
There is no buy-in required.

Qualifications
Successful COUNTRY Financial® Insurance Agents are:

Entrepreneurial, motivated, and goal driven.
A strong communicator with excellent business acumen.
Committed to linking your efforts with tangible rewards.
Passionate about making positive impacts in their communities.

Required Licenses*

Property/Casualty State Insurance License*
Life/Health State Insurance License*

Preferred Experience

Bachelor’s Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience

About Us

COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

#LI-Agency

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Refine Your Search

client advisor jobs in madison wi

Insurance Agent - Fitchburg, WI

Insurance Agent - Verona, WI

Financial Advisor - Madison and Surrounding Areas

Insurance Agent - Madison, WI

Insurance Agent - Middleton, WI

Insurance Agent - Sun Prairie, WI

Tax Preparer Full Time or Seasonal EA or CPA

Associate Financial Advisor - Wisconsin Heartland Associates

Financial Advisor

Financial Planning and Investment Associate

Wealth Advisor - Madison

Leasing Officer (Title Commensurate with Experience)

Financial Planning Analyst

Client Care Advisor

Financial Planning Associate

Associate Financial Advisor - Licensed

Fleet Service Advisor

Client Service Associate

Senior Associate

Wealth Management Trainee (WI)

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