Top 261 Client advisor Jobs in Madison Wi

Insurance Associate - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Mid-level
- Office
- Administrative experience
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11d
Insurance Agent - Middleton, WI
COUNTRY Financial —Middleton, 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 - Verona, WI
COUNTRY Financial —Verona, 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
Insurance Agent - Sun Prairie, WI
COUNTRY Financial —Sun Prairie, 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
Associate Financial Advisor - Licensed
The QTI Group —Madison, WI
- $60,000 a year
- Private practice
- Mid-level
- Finance
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Fleet Service Advisor
BBL Fleet —Madison, WI
- Weekends as needed
- Background check
- Customer service
- Computer literacy
- Paid holidays
- Disability insurance
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Outside Sales Consultant / Business Performance Advisor
Insperity —Middleton, WI
- $95,000 - $110,000 a year
- Full-time
- Mid-level
- Contracts
- Health insurance
- Dental insurance
Tax Expert - Expert Center (Midwest)
Intuit —Madison, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Senior Consultant
Hope Community Capital —Madison, WI
- From $110,000 an hour
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Travel
- Health savings account
- Disability insurance
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Wealth Management Associate (Madison, WI)
Equitable Advisors —Madison, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Employee stock purchase plan
- Disability insurance
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7d
Associate, Client Service - Wealth Mgmt (Hybrid)
NFP Corp —Madison, WI
- $50,000 - $58,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
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Tax Expert - Local Tax Office
Intuit —Madison, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - On-Site
Intuit —Madison, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local
Intuit —Madison, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local Branch
Intuit —Madison, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Senior Director Oracle Cloud Solution Architect
Experis —Wisconsin
- $169,000 - $200,000 a year
- Full-time
- Oracle
- 11+ years
- Bachelor's degree
- Relocation assistance
Quick Apply
6d
Administrative Assistant
Retirement Income Planning, LLC —Madison, WI
- $47,000 - $52,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply

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Insurance Associate - Wisconsin Heartland Associates

Thrivent -
Madison, WI

Quick Apply

Job Details

$36,000 a year
11 days ago

Qualifications

Customer communication
Customer engagement
Community relationship building
Cross-functional collaboration

Full Job Description

This position provides insurance licensed financial and non-financial support to Wisconsin Heartland Associates. This position serves as a resource to Financial Advisors focused on fixed life, annuities and health insurance and, working with a Financial Advisor develops and implements business and marketing plans to acquire, cultivate, and retain members. Responsibilities may include prospecting and marketing, case and proposal preparation, referral generation, and building a sense of “community” with and among members. The Insurance Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Position Roles/Responsibilities/Accountabilities

Handle sensitive communications with members, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present insurance product specific seminars and/or workshops as necessary
Participate in business planning for the practice as needed
Counsel and advise prospective and current members on particular insurance products and policies for purchase
Open and complete insurance product applications
Obtain member financial information for the sale of fixed insurance, fixed annuity and health products
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist Financial Advisors in the preparation and follow up for the client/member meetings
Collaborate with Financial Advisors to assist members with fixed insurance, fixed annuity or health product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

Position Qualifications

Previous administrative/secretarial experience desired
Must be insurance licensed/appointed in all states in which the candidate would be doing support work for Wisconsin Heartland Associates.
Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs of the sponsoring Financial Advisor.
Demonstrated customer service orientation/experience, 2+ years preferred
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of Wisconsin Heartland Associates, our products and services, and Thrivent Financial

Competencies

Planning/Organizing
Analytical thinker
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility

External/Internal Dependencies

Must be able to work with all roles of the Wisconsin Heartland Associates.
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Compensation and Benefits

Base salary of $36,000, along with a percentage of commissions from sales generated revenue.

As part of Wisconsin Heartland Associates recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#CAMPG

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in madison wi

Insurance Associate - Wisconsin Heartland Associates

Insurance Agent - Middleton, WI

Insurance Agent - Madison, WI

Insurance Agent - Verona, WI

Insurance Agent - Fitchburg, WI

Insurance Agent - Sun Prairie, WI

Financial Consultant I

Associate Financial Advisor - Licensed

Fleet Service Advisor

Outside Sales Consultant / Business Performance Advisor

Tax Expert - Expert Center (Midwest)

Senior Consultant

Wealth Management Associate (Madison, WI)

Associate, Client Service - Wealth Mgmt (Hybrid)

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Branch

Senior Director Oracle Cloud Solution Architect

Administrative Assistant

I want to receive the latest job alert for client advisor in madison wi

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