Top 90 Insurance advisor Jobs in Milwaukee, Wi

Strategic Account Advisor
Elevance Health —Waukesha, WI
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Employee stock purchase plan
- Paid holidays
8d
Account Manager - State Farm Agent Team Member
Catharine Albin - State Farm Agent —Cedarburg, WI
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Health insurance
- Paid time off
Quick Apply
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
Wealth Management Trainee (WI)
Bankers Life —West Allis, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - (Brookfield, WI) Career Changers Encouraged to Apply!
Northwestern Mutual —Waukesha, WI
- $61,000 - $119,000 a year
- Full-time
- Hybrid work
- Background check
- 3 years
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Representative - Training Provided
Northwestern Mutual - Waukesha —Waukesha, WI
- $75,000 - $100,285 a year
- Full-time
- Hybrid work
- US work authorization
- Fair chance
- Entry level
- Paid training
- Health insurance
Quick Apply
Insurance Sales Agent
HSA Bank —Milwaukee, WI
- $24 - $26 an hour
- Remote
- Bachelor of Science
- High school diploma or GED
- Computer skills
Wealth Advisor
UMB Financial Corporation —Milwaukee, WI
- $81,864 - $120,406 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Financial Advisor – Career Changers Welcome
Northwestern Mutual —Milwaukee, WI
- $71,000 - $255,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
Client Portfolio Advisor - Wealth Management
Northwestern Mutual - Waukesha —Waukesha, WI
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Voya Financial Advisor Milwaukee
Voya Financial Advisors —Milwaukee, WI
- Full-time
- Mid-level
- 403(b)
Financial Advisor
Northwestern Mutual —Elm Grove, WI
- $62,000 - $106,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Sales Development Representative
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
5h
Find Your Purpose as 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
Financial Services Professional - Hybrid Remote (WI)
Bankers Life —West Allis, WI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Entrepreneurs Wanted! 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
14d
Your Future Career is Waiting! 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
7d
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
3h
Associate Wealth Advisor - Financial Planning Center - Various Locations
CliftonLarsonAllen —Milwaukee, WI
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Associate Financial Planner
Lakeshore Financial Group —Milwaukee, WI
- $75,000 - $100,000 a year
- Hybrid work
- Computer literacy
- Basic math
- Finance
- Retirement plan
Quick Apply

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Strategic Account Advisor

Elevance Health -
Waukesha, WI

Apply Now

Job Details

8 days ago

Benefits

Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Managing customer accounts
Bachelor of Science
Client rapport building
Account development
Mid-level
Cross-selling
Social media platforms
Health insurance
Bachelor's degree
Cloud-based systems
Customer engagement
Developing strategic business plans
Collaborative technology platforms
Client retention strategy
Time-based sales targets
Sales strategy
Activity sales targets
Health insurance sales
Client growth strategy
Insurance sales
Cross-functional collaboration
Account management
2 years
Consultative selling

Full Job Description

Strategic Account Advisor

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.

The Strategic Account Advisor is responsible for client retention in the 10-99 level funded space, fully insured in the 51-99 space, cross-selling dental, vision, and supplemental accident. This position takes an active role in market facing activity and work within a POD environment.

How you will make an impact:

Responsible for obtaining assigned persistency and cross-selling goals as as assigned on an annual basis.
Work in conjunction with underwriting and implementation to renew and install plans and plan changes.
Achieves retention and growth targets through execution of sales process.
Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities.
Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
Develops business plans to address broker and client needs.
Conducts broker and/or agency education on pertinent topics. Acts as primary customer contact.
Coordinates with internal partners to meet and exceed client expectations.
Drives opportunities for additional growth and product sales.
Ability to learn and become familiar with the industry and products at the local, state, and federal level.
Continuously updates knowledge in a rapidly changing environment.
With general supervision, provides account management knowledge to Individual and/or Small Groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource.

Minimum Requirements:

Requires a BA/BS and a minimum of 2 years of sales experience; or any combination of education and experience which would provide an equivalent background.
Sales license and appointment required where necessary upon hire or is required to be obtained and appointed within sixty (60) days of hire.

Preferred Skills, Capabilities and Experiences:

Client facing experience strongly preferred.
Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
Ability to travel up to 25% throughout WI.

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.

Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.

How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.

Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.

The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.

Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact [email protected] assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act

Apply Now

Refine Your Search

insurance advisor jobs in milwaukee, wi

Strategic Account Advisor

Account Manager - State Farm Agent Team Member

Account Manager – Employee Benefits

Wealth Management Trainee (WI)

Financial Advisor - (Brookfield, WI) Career Changers Encouraged to Apply!

Financial Representative - Training Provided

Insurance Sales Agent

Wealth Advisor

Financial Advisor – Career Changers Welcome

Client Portfolio Advisor - Wealth Management

Voya Financial Advisor Milwaukee

Financial Advisor

Sales Development Representative

Find Your Purpose as Financial Advisor!

Financial Services Professional - Hybrid Remote (WI)

Entrepreneurs Wanted! Become a Financial Advisor!

Your Future Career is Waiting! Become a Financial Advisor!

Purpose-Driven Financial Advisor

Associate Wealth Advisor - Financial Planning Center - Various Locations

Associate Financial Planner

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