Top 27 Program support rep Jobs in Neenah, Wi

Practice Support Associate - Great Lakes Advisor Group
Thrivent —Appleton, WI
- Contract
- Microsoft Excel
- Research
- Administrative experience
Quick Apply
Floor Care Specialist (2nd Shift)
Jack's Maintenance Service —Neenah, WI
- $19 - $22 an hour
- Full-time
- Hospital
- Heavy equipment operation
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Client Relations Specialist
Flex-Staff —Brillion, WI
- Email
- Mid-level
- Office
- 3 years
Quick Apply
Outside Sales Rep (No Experience Necessary)
Platinum Supplemental Insurance —Wisconsin
- Full-time
- No experience needed
- Entry level
- Under 1 year
- Paid training
Quick Apply
4d
Sr Territory Sales Representative
TDS Telecom —Appleton, WI
- $62,200 - $101,000 a year
- Full-time
- Computer literacy
- Mid-level
- Residential
- Paid parental leave
- Paid holidays
Call Center Representative
Alta Resources —Neenah, WI
- Full-time
- Microsoft Outlook
- Sales
- Computer literacy
Quick Apply
CL Service Center Rep II
Jewelers Mutual Insurance Company, SI —Neenah, WI
- Hybrid work
- Microsoft Outlook
- Mid-level
- 3 years
- Paid time off
- 401(k) matching
Quick Apply
Patient Access Rep (Reception) / Telecommunications Float (Switchboard)
Neuroscience Group —Appleton, WI
- $18 - $24 an hour
- Full-time
- Computer literacy
- Clinic
- Neurology
- Profit sharing
- Health savings account
Quick Apply
Account Rep Dock Door
Crown Equipment Corporation —Appleton, WI
- Clean driving record
- Marketing
- Computer literacy
- Paid parental leave
- Paid holidays
Floating Custodian (Full-time)
Jack's Maintenance Service —Neenah, WI
- $17 - $19 an hour
- Full-time
- Clean driving record
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
9h
Outside Sales Rep
United Rentals, Inc. —Oshkosh, WI
- Full-time
- Clean driving record
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
Electrical Field Service Rep
L&S Electric —Hortonville, WI
- Overtime
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Disability insurance
Sales Development Rep
FreedomRoads, LLC —Oshkosh, WI
- $35,000 - $55,000 a year
- Full-time
- Mid-level
- Organizational skills
- Computer skills
- Paid parental leave
- Health insurance
Quick Apply
13d

Related jobs to explore

Based on your search for program support rep

Call Center Representative
Alta Resources —Neenah, WI
Work with inbound and/or outbound phone calls, email, social media and other forms of communication to address the needs of our clients’ customers.
Quick Apply
Practice Support Associate - Great Lakes Advisor Group
Thrivent —Appleton, WI
Handles incoming telephone calls to the sponsoring financial advisor and responds to requests for information. Must be insurance licensed/appointed.
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Patient Registration Rep
OhioHealth —Columbus, OH
Makes reminder phone calls to patient. Oversees functions of reception desks and lobbies including, but not limited to, cleanliness and order of lobbies and…
Field Linehaul Support Rep
FedEx —Grove City, OH
Knowledge of concepts, practices, procedures and transportation regulations used in Linehaul field operations, including DOT regulations.
$20.35 - $31.73 an hour
6d

Show more jobs in cities nearby

I want to receive the latest job alert for program support rep in neenah, wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

program support rep jobs near neenah, wi

Outside Sales Representative jobs in Wisconsin

Patient Access Representative jobs in Appleton, WI

Call Center Representative jobs in Neenah, WI

Sales Representative jobs in Oshkosh, WI

Custodian jobs in Neenah, WI

Floor Care Technician jobs in Suffolk, VA

Child Care jobs in Wilkes Barre, PA

Critical Care Intensivist jobs in New York, NY

Child Care jobs in Kalamazoo, MI

Floor Care Technician jobs in Greenbelt, MD

Floor Care Technician jobs in Gilbert, AZ

Pharmacy Technician jobs in Fort Worth, TX

Floor Care Technician jobs in Los Angeles, CA

Client Relations Specialist jobs in Virginia

Client Relations Specialist jobs in Mesa, AZ

Client Relations Specialist jobs in Washington, DC

Document Specialist jobs in San Antonio, TX

It Specialist jobs in Atlanta, GA

Client Relations Specialist jobs in Sacramento, CA

Clinical Documentation Specialist jobs in Kansas City, MO

Practice Support Associate - Great Lakes Advisor Group

Thrivent -
Appleton, WI

Quick Apply

Job Details

Contract

Qualifications

Customer communication
Research
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

Organization/Business Overview:
The sponsoring financial advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. The sponsoring financial advisor helps our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy.

Thrivent is a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the member activities we support, and the resources we provide to the Lutheran community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial for Lutherans.

Position summary:
This position provides administrative support to the sponsoring financial advisor. This position serves as a resource to Financial Professionals and client/members in handling, researching and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supports securities and insurance related tasks and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by the sponsoring financial advisor.

Position Roles/Responsibilities/Accountabilities

Research inquiries regarding client accounts
Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities) product-related questions and/or questions related to investment advisory services
Performs routine administrative duties such as maintaining office supplies and processing mail
Handles incoming telephone calls to the sponsoring financial advisor and responds to requests for information
Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature
Supports projects, administration of various programs, and processing functions as needed
Drives client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Representatives
Updates the contact management system with client/member contact and preference information
Assists Financial advisors in the preparation and follow up for the client/member meetings
Collaborates with financial associates to assist client with product changes
Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings
Verbal or written communications with prospective or existing customers regarding financial matters
Conducting substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
Obtaining customer financial information
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders (if properly licensed)
Explain, discuss or interpret insurance coverage; analyze exposures or contracts
Indicate to customer that requested coverage is or will be bound or issued
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Support questions and transactions with variable insurance and annuities products, if appropriately licensed
Additional responsibilities may be assigned in accordance with licensure and business needs
Manually enter information provided by the financial advisor into electronic application systems and email, lock sign or submit.
Note CAN NOT be listed as the servicing representative AND need to note their FR is selling agent within the rep questionnaire.

Position Qualifications

Practice Support Associates can be fully licensed, securities licensed, or insurance licensed. Depending on role, the practice support associate must be:
- Securities registered (series 7 & 66 or 6 & 63) or be willing to do so within 120 days of hire/contract.
- Appropriately insurance licensed/appointed for sale of all life/health and variable products
Must be insurance licensed/appointed
Must be securities registered and insurance licensed/appointed in all states in which they are performing activities requiring licensing and registration.
Must be willing to complete the appropriate Long-Term Care training required in the states in which support work would be conducted.
If work on variable insurance or annuities is conducted, must be appropriately licensed/appointed and registered for variable products.
Demonstrated customer service orientation/experience, 2+ years preferred
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
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 the sponsoring financial advisor. Our products and services, and Thrivent Financial
Previous administrative/secretarial experience desired

Competencies

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

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

As part of Great Lakes Advisor Group recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process a for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI

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.

#Remote

Quick Apply

Refine Your Search

program support rep jobs in neenah, wi

Practice Support Associate - Great Lakes Advisor Group

Floor Care Specialist (2nd Shift)

Client Relations Specialist

Outside Sales Rep (No Experience Necessary)

Sr Territory Sales Representative

Call Center Representative

CL Service Center Rep II

Patient Access Rep (Reception) / Telecommunications Float (Switchboard)

Account Rep Dock Door

Floating Custodian (Full-time)

Outside Sales Rep

Electrical Field Service Rep

Sales Development Rep

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for program support rep in neenah, wi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected