Top 183 Program support rep Jobs in Wisconsin

Practice Support Associate - Great Lakes Advisor Group
Thrivent —Appleton, WI
- Contract
- Microsoft Excel
- Research
- Administrative experience
Quick Apply
Technical Applications Engineer
KEES, Inc. —Elkhart Lake, WI
- Full-time
- Sales
- Engineering
- Mid-level
- Health savings account
- Health insurance
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Sr Territory Sales Representative
TDS Telecom —Lake Geneva, WI
- $62,200 - $101,000 a year
- Full-time
- Computer literacy
- Mid-level
- Residential
- Paid parental leave
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Experienced Outside Sales Representative - Building Materials
MARLING LUMBER COMPANY —Madison, WI
- From $45,000 a year
- Full-time
- Hybrid work
- Background check
- Up to 50% travel
- Pass drug screening
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- Health savings account
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7d
Sr Direct Sales Representative
TDS Telecom —Wausau, WI
- $62,200 - $101,000 a year
- Full-time
- Computer literacy
- Mid-level
- Residential
- Paid parental leave
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Process Engineer
IEA, LLC —Kenosha, WI
- $80,000 - $95,000 a year
- Full-time
- AutoCAD
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- 5 years
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5d
Client Relations Specialist
Flex-Staff —Brillion, WI
- Email
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- 3 years
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Floor Care Specialist (2nd Shift)
Jack's Maintenance Service —Neenah, WI
- $19 - $22 an hour
- Full-time
- Hospital
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5d
Sr Territory Sales Representative
TDS Telecom —Madison, WI
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- Full-time
- Computer literacy
- Mid-level
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Full-Time Store Counter Sales Rep
AUTOMOTIVE PARTS HEADQUARTERS —Thorp, WI
- Full-time
- Clean driving record
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- Driver's License
- Profit sharing
- Disability insurance
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Outside Sales Rep (No Experience Necessary)
Platinum Supplemental Insurance —Wisconsin
- Full-time
- No experience needed
- Entry level
- Under 1 year
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4d
Full-Time Store Counter Sales Rep
AUTOMOTIVE PARTS HEADQUARTERS —Cross Plains, WI
- Full-time
- Clean driving record
- Dealership
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- Profit sharing
- Disability insurance
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Entry Level Sales Representative
TDS Telecom —Wausau, WI
- From $100,000 a year
- Full-time
- Residential
- Reliable transportation
- Marketing
- Paid parental leave
- Paid holidays
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
Outside Sales Rep- Paid Weekly- Paid Training
Safe Haven Security —Waukesha, WI
- $65,000 - $120,000 a year
- Full-time
- High school diploma or GED
- Driver's License
- Reliable transportation
- Paid training
- Paid holidays
Quick Apply
Territory Sales Representative
TDS Telecom —Manitowoc, WI
- From $100,000 a year
- Full-time
- Residential
- Reliable transportation
- Marketing
- Paid parental leave
- Paid holidays
Outside Sales Rep- Paid Weekly- Paid Training
Safe Haven Security —Racine, WI
- $65,000 - $120,000 a year
- Full-time
- High school diploma or GED
- Driver's License
- Reliable transportation
- Paid training
- Paid holidays
Quick Apply
Outside Sales Rep- Paid Weekly- Paid Training
Safe Haven Security —Wauwatosa, WI
- $65,000 - $120,000 a year
- Full-time
- High school diploma or GED
- Driver's License
- Reliable transportation
- Paid training
- Paid holidays
Quick Apply
Retail Merchandising & Display Technician
Channel Partners —Milwaukee, WI
- $21 an hour
- 8 hour shift
- Writing skills
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- Paid training
- Health insurance
Territory Sales Representative
TDS Telecom —Appleton, WI
- From $100,000 a year
- Full-time
- Residential
- Data entry
- Reliable transportation
- Paid parental leave
- Paid holidays

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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 wisconsin

Practice Support Associate - Great Lakes Advisor Group

Technical Applications Engineer

Sr Territory Sales Representative

Experienced Outside Sales Representative - Building Materials

Sr Direct Sales Representative

Process Engineer

Client Relations Specialist

Floor Care Specialist (2nd Shift)

Sr Territory Sales Representative

Full-Time Store Counter Sales Rep

Outside Sales Rep (No Experience Necessary)

Full-Time Store Counter Sales Rep

Entry Level Sales Representative

Sr Territory Sales Representative

Outside Sales Rep- Paid Weekly- Paid Training

Territory Sales Representative

Outside Sales Rep- Paid Weekly- Paid Training

Outside Sales Rep- Paid Weekly- Paid Training

Retail Merchandising & Display Technician

Territory Sales Representative

I want to receive the latest job alert for program support rep in wisconsin

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