Top 582 Client advisor Jobs in Milwaukee, Wi

B2B IT Sales - Base plus Commission
The Office Technology Group —West Allis, WI
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Business development
- Contracts
- Health insurance
- Paid time off
Quick Apply
Financial Advisor - Waukesha, WI and Surrounding Areas
Thrivent —Waukesha, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
HR Advisor
Northwestern Mutual —Milwaukee, WI
- $70,320 - $121,320 a year
- Full-time
- Hybrid work
- Writing skills
- 3 years
- Bachelor's degree
- Flexible schedule
10h
Virtual Financial Advisor - Milwaukee - Hybrid
Thrivent —Milwaukee, WI
- $21.64 - $24.04 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Compliance & Technology Associate
Ellenbecker Investment Group —Waukesha, WI
- Online Application
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
10d
Account Manager – Employee Benefits
Infinity Benefit Solutions, Inc. —Milwaukee, WI
- $70,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Personal Lines Insurance Producer
IsoTalent —Brookfield, WI
- $40,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
- 401(k)
Quick Apply
Tax Expert - Expert Center (Midwest)
Intuit —Wauwatosa, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
3d
Tax Expert - Expert Center (Midwest)
Intuit —Franklin, WI
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
3d
Residential Generator Sales Representative
Current Electric —Wauwatosa, WI
- Weekends as needed
- Pass drug screening
- Mid-level
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
8d
Top Advisor Srvcs Spec (NRF)
Northwestern Mutual —Franklin, WI
- $60,880 - $91,320 a year
- Full-time
- Remote
- Research
- Analysis skills
- Bachelor's degree
- Flexible schedule
14d
Financial Advisor
Edward Jones —Brookfield, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —New Berlin, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Elm Grove, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Vice President, IT Governance, Risk & Compliance
Northwestern Mutual —Milwaukee, WI
- $220,000 - $330,000 a year
- Full-time
- CPA
- 11+ years
- Office
- Flexible schedule
13h
Purpose-Driven Financial Advisor
Northwestern Mutual —Delafield, WI
- $70,000 - $140,000 a year
- Full-time
- Military
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Associate (Milwaukee, WI)
Equitable Advisors —Milwaukee, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Sales Development Representative - Finance
Mutual of Omaha Advisors —Waukesha, WI
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
16h
Business Insurance Sales Advisor
Vizance —Hartland, WI
- $68,000 - $74,500 a year
- Full-time
- Mid-level
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Calling Entrepreneurs! Become a Financial Advisor!
Northwestern Mutual —Delafield, WI
- $70,000 - $140,000 a year
- Full-time
- Military
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply

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client advisor jobs near milwaukee, wi

B2B IT Sales - Base plus Commission

The Office Technology Group -
West Allis, WI

Quick Apply

Job Details

Full-time
$100,000 - $120,000 a year

Benefits

Health insurance
Paid time off
401(k) matching

Qualifications

Customer follow-ups
Teamwork
Lead generation
Outside sales
Business development
B2B business model
Video communication
Sales management systems proficiency
B2B
Collaborative technology platforms
Time-based sales targets
Activity sales targets
Corporate sales environment
CRM system proficiency
Outbound calling
Sales automation technologies

Full Job Description

IT Sales Consultant

Position Overview

The Office Technology Group is seeking a driven and results-oriented Managed IT Sales Representative to join our growing team. In this role, you will be responsible for identifying, developing, and closing new business opportunities. You will serve as a trusted advisor, helping businesses solve problems by leveraging our managed IT solutions.

The right candidate knows how to identify strong opportunities, engage decision-makers effectively, and keep the sales process moving with a sense of urgency. You're dependable, proactive, and committed to following through on every lead from the first conversation to the close.

About the Role

Job Title: IT Sales Consultant
Department: Sales
Reports To: Technology Sales Manager
Employment Type: Full-Time
Compensation: OTE: $100,000-$120,000+
Commission: 1x MRR per new client

Key Responsibilities:

Sales & Business Development

Hunters’ mentality is required to succeed in this role. Prospect and generate new leads through cold calling, networking, referrals, LinkedIn, and industry events.
Manage a full sales cycle — from initial outreach to proposal, negotiation, and contract close
Conduct discovery calls and needs assessments to understand prospects' IT challenges and goals
Develop and deliver compelling presentations and proposals tailored to client needs
Meet or exceed monthly and quarterly sales quotas and KPIs

Client Relationship Management

Build meaningful relationships with clients and key stakeholders
Collaborate with the technical team to ensure smooth service delivery and client satisfaction

Market & Industry Knowledge

Stay current on industry trends, competitive landscape, and emerging technologies
Educate prospects on the value of a managed services partnership.
Clearly articulate the ROI and business value of services such as AI, cybersecurity, cloud solutions, help desk support, and proactive infrastructure management

CRM & Reporting

Maintain detailed and accurate records of all sales activities in the CRM
Provide regular pipeline reports and forecasts to sales leadership
Track deal progress and follow up consistently throughout the sales process

What Success Looks Like

Consistently conduct a minimum of 25 quality sales conversations per week, meticulously logged in our CRM, to maintain a robust and healthy pipeline.
Successfully close 1 new monthly recurring revenue (MRR) clients per month, contributing at least $3,000 in new MRR monthly.
Cultivate and maintain strong relationships with a minimum of 10 active centers of influence or referral partners.
Maintain 100% CRM compliance by accurately logging all outreach, appointments, and pipeline activity.
Demonstrate a consistently positive attitude, collaborative spirit, and accessibility.

Required Qualifications

2+ years of B2B sales experience in technology, IT services, or SaaS
Proven track record of meeting or exceeding sales targets
Excellent verbal and written communication skills
Strong consultative selling and active listening abilities
Self-motivated with the ability to work independently and as part of a team
Willingness to continually learn
Proficient in CRM systems, video and collaborative platforms, email tools, and follow-up automation to drive consistent outreach and pipeline management.

Pay: $100,000.00 - $120,000.00 per year

Benefits:

401(k) matching
Health insurance
Paid time off

Ability to Commute:

West Allis, WI 53214 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in milwaukee, wi

B2B IT Sales - Base plus Commission

Financial Advisor - Waukesha, WI and Surrounding Areas

HR Advisor

Virtual Financial Advisor - Milwaukee - Hybrid

Compliance & Technology Associate

Account Manager – Employee Benefits

Personal Lines Insurance Producer

Tax Expert - Expert Center (Midwest)

Tax Expert - Expert Center (Midwest)

Residential Generator Sales Representative

Top Advisor Srvcs Spec (NRF)

Financial Advisor

Financial Advisor

Financial Advisor

Vice President, IT Governance, Risk & Compliance

Purpose-Driven Financial Advisor

Wealth Management Associate (Milwaukee, WI)

Sales Development Representative - Finance

Business Insurance Sales Advisor

Calling Entrepreneurs! Become a Financial Advisor!

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

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