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  • Financial Representative Trainee (Sales) -Bloomington, MN

    Mutual of Omaha 4.7company rating

    Finance representative job in Bloomington, MN

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 4d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Finance representative job in Burlington, WI

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 196 W Chestnut St Suite B, Burlington, WI This job posting is anticipated to remain open for 30 days, from 17-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $65k-69.1k yearly 2d ago
  • Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha 4.7company rating

    Finance representative job in Waukesha, WI

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 4d ago
  • Associate Financial Advisor

    Edward Jones 4.5company rating

    Finance representative job in Stoughton, WI

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 400 W Main St, Stoughton, WI This job posting is anticipated to remain open for 30 days, from 04-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $65000.00 Hiring Maximum: $69100.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
    $65k-69.1k yearly 5d ago
  • Sales Representative - Vehicle Required

    Platinum Supplemental Insurance 4.0company rating

    Finance representative job in Brooklyn Park, MN

    Ready to jump-start your career and take charge of your earning potential? At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh challenge, this is your chance to earn like a highly educated professional-our proven products and systems are your roadmap to becoming a top earner in sales. If you're prepared to unlock your full potential, let us show you how to build a lucrative and rewarding future. Why Join Platinum? Four-Day Workweek Travel Monday-Thursday to meet with farmers and small business owners, then enjoy your weekends off. Say goodbye to the daily grind and hello to a work-life balance that lets you recharge and spend time on what matters most. Uncapped Earning Potential This is a commission-based role, and many of our new reps earn $75,000 or more in their first year, with top performers exceeding $100,000. The sky truly is the limit when it comes to your income. Ongoing Support & Resources Focus on building relationships and closing deals while Platinum handles marketing, recruiting, back-office support, and customer service. You'll also benefit from generous bonuses, annual renewal income, and luxury travel incentives for high achievers. Cutting-Edge AI Training Get an edge on the competition with our new AI-driven training platform. You'll receive personalized feedback, interactive coaching, and real-time support to help you master Platinum's proven 10-step sales system-faster and more confidently than ever before. Your Day-to-Day 1. Travel to Your Territory: Meet potential customers (farmers, small business owners, and families) face-to-face to build trust and educate them about Platinum's supplemental insurance solutions. 2. Leverage Our 10-Step Sales Process: Follow a time-tested system that helps you identify prospects, deliver compelling presentations, and close more sales-backed by our powerful AI training. 3. Stay Motivated & Collaborate: Work within a supportive, team-based culture that celebrates wins, shares best practices, and drives everyone to reach new heights. What You'll Enjoy High Earning Potential, No Caps: Earn based on your performance and ambition, without hitting a salary ceiling. Residual Income: Benefit from ongoing earnings long after closing a sale, creating a steady income stream. Advancement Opportunities: Rise quickly through the ranks and take on leadership roles as you prove your abilities. Quarterly Vacations: Earn the chance to recharge on exciting getaways with fellow top performers. Company Trips & Events: Enjoy travel and experiences on us-bring a significant other along, all expenses paid. Weekends Off: A Monday-Thursday work schedule means you get every weekend free for family time or relaxation. Who Thrives Here Go-Getters: You bring the hunger, discipline, and drive needed to excel in a commission-based environment. Clear Communicators: You can connect with people from various backgrounds, build trust, and explain concepts in a simple, relatable way. Continuous Learners: You're excited to leverage AI-based training and mentorship to refine your skills and grow quickly. Flexible Travelers: You're comfortable with overnight travel Monday-Thursday and are 18+ years old. Ready to Take the Leap? If the idea of earning what you're worth, mastering an innovative sales system, and enjoying a 4-day workweek excites you, we'd love to hear from you! Apply today and discover how Platinum can help you unlock a thriving career in sales. About Platinum Platinum Supplemental Insurance specializes in helping individuals, families, and businesses secure their financial futures through supplemental coverage. By bridging the gaps left by traditional health plans, Platinum's products offer peace of mind when unexpected health issues arise. With a people-first mentality, robust training programs, and a commitment to growth, Platinum provides the ideal environment for sales professionals to excel-no matter where they're starting from. Join the Platinum team and see for yourself why so many have launched fulfilling, lucrative sales careers with us.
    $75k-100k yearly 60d+ ago
  • Sales Representative

    Aflac 4.4company rating

    Finance representative job in Minnesota

    Aflac is looking for a Strategic Benefits Consultant to help businesses strengthen their employee benefits strategy. This consultative role is perfect for professionals in sales, HR, or consulting who want to partner with a nationally recognized brand while building their own book of business. Advantages of working with us: - Monday-Friday business hours - enjoy true work-life balance - Unlimited earning potential with commissions, bonuses, renewals, and stock - Represent a Fortune 500 company trusted by businesses nationwide - Award-winning training, tools, and mentorship - First 3-month bonus incentives available* - Offer value-added services (telehealth, healthcare navigation, financial wellness tools)** Responsibilities & requirements: - Advise employers on benefits, needs and customized solutions - Conduct consultations, product demos, and enrollments virtually or in person - Build long-term relationships and provide excellent post-enrollment service - Collaborate with teams for training, development, and support - Strong consultative, communication, and relationship-building skills - Background in B2B sales, HR, or client-facing consulting preferred, but not required - Must be 18+ and authorized to work in the U.S. - Entrepreneurial mindset and self-starter mentality About Aflac: At Aflac, we work directly with employers to deliver voluntary benefits to their employees while helping to solve issues small businesses face. Our Strategic Benefits Consultant, also known as Benefits Advisors, can play a vital role in helping people when they need it most - when they're injured or ill - by providing financial protection and peace of mind so they can focus on recovery, not bills. *This is not a salaried position, Aflac Benefits Advisors earn commissions, bonuses, residual income, and stock. **Aflac's affiliation with the Value-Added Service providers is limited only to a marketing alliance, and Aflac and the Value-Added Service providers are not under any sort of mutual ownership, joint venture, or are otherwise related. Aflac makes no representations or warranties regarding the Value-Added Service providers, and does not own or administer any of the products or services provided by the Value-Added Service providers. Each Value-Added Service provider offers its products and services subject to its own terms, limitations and exclusions. Services, Terms and conditions are subject to change and may be withdrawn at any time. The value-added services may not be available in all states, and benefits/services may vary by state. Aflac Benefits Advisors are independent contractors and are not employees of Aflac. Aflac family of insurers includes American Family Life Assurance of Columbus and American Family Life Assurance Company of New York. Aflac WWHQ | 1932 Wynnton Road | Columbus, GA 31999 Z2500303 EXP 5/26
    $37k-45k yearly est. 11d ago
  • Sales Representative

    Crown Cork & Seal USA, Inc.

    Finance representative job in Chippewa Falls, WI

    About Crown: CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture, and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated and driven individuals. Division Overview: CarnaudMetalbox Engineering is the Machinery Division, Conveying Systems Division (based in the UK) and Tooling Division (Based in the USA) of Crown Cork and Seal, which provides Global customers with High Quality Metal Forming Machinery along with Conveying and Tooling for them to manufacture a variety of packaging solutions. The Machinery and Tool Division is part of CarnaudMetalbox (CMB), a Crown Company. Locations: CMbE H-V Industries - Trevose, PA CMbE Wissota Tools - Chippewa Falls, WI CMbE Machinery - Lancaster, OH CMbE Norwalk - Norwalk, CT Candidate requirements: 60% travel Bachelor's degree or equivalent experience in an Engineering field or Industrial Manufacturing. Candidate must be an effective team player with ethical integrity and effective communication skills. 5 Years' experience with sales of an Industry Specific product *Actual salary will be determined based on skill and experience level* Will report to the District Sales Manager with Dotted Lines to H-V and Wissota Plant Managers Responsibilities include: Ability to read and interpret mechanical assemblies and parts drawings. Provide Technical assistance to customers as needed. Build effective relationships with the customers/clients to maintain professional leverage. Proactively communicate with customers to identify needs. Communicate with customers to ensure all expectations are met and company performance is maintained as the highest level of service. Requires strong forecasting and analytical skills. Coordinate with other department heads, integrating objectives and ideas for organizational growth. Monitor quality and communicate discrepancies with department heads to ensure corrective actions are defined and incorporated. Monitor and review company's project activities and ensure that they are brought to completion within scheduled period and budget. Provide effective management to organization's business activities that have to do with its strategic and financial growth. Perform cost and sales pricing analysis. Coordinate with other divisions to develop plans for launch of new products. Coordinate implementation plans as it relates to business units. Participate in the development of divisional annual budget review process utilizing data collected through business unit's strategies and regional sales forecast. Participate in the development of the annual CAPEX plan to ensure business units objectives are met. Identify and attend trade shows to generate sales growth. Monitor incoming orders for respective business units. Analyze and explore market trends; identify new opportunities in assigned business segment. Coordinate analysis across the business units. Obtain necessary documents to set up new customer accounts and vendors when applicable. Take action to eliminate potential delays using various means (i.e., production workaround, outsourcing) and if delay cannot be eliminated, communicate with customers to inform them of delay and assess impact. Coordinate with District Sales Manager to provide quotations based on review of customer input and ensure all documentation is provided to downstream users. Coordinate with Location Sales personnel to identify trends and react to low order volumes. Communicate with Purchasing functions to review status of orders to monitor on-time deliveries. Prepare, review and present weekly reports to plant personnel/management teams providing status of orders to include potential delays. Complete project management review with locations to keep all organizations informed. Perform day-to-day administration tasks, such as processing information files and other paperwork. By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs. See Crown Cork and Seal Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
    $41k-72k yearly est. 2d ago
  • Delivery Representative

    Amerigas Propane 4.1company rating

    Finance representative job in Beaver Dam, WI

    When you work for AmeriGas, you become a part of something BIG! Founded in 1959, AmeriGas is the nation's premier propane company, serving over 1.5 million residential, commercial, industrial and motor fuel propane customers. Together, over 6,500 dedicated professionals will deliver over 1 billion gallons of propane from 1,800+ distribution points across the United States. Applications for this position will be accepted until 12/14/2025. Posting Your New Career, Delivered! Hot Job, Cool Benefits! AmeriGas, the nation's largest propane distributor, has immediate openings for safety-minded, customer-focused Delivery Representatives at a location near you! Are you looking for an exciting career with a nationally known company and industry leader? AmeriGas Propane, the largest distributor of propane in the United States, is searching for an energetic and customer service-oriented person to join us as a Delivery Representative. Responsibilities As a local Delivery Representative, you will play a vital role in delivering propane to our customers while ensuring the highest standards of safety and customer service. Duties include, but are not limited to: Safely operate a propane delivery truck along provided delivery routes Filling residential and/or commercial bulk tanks with propane Delivering propane cylinders to commercial/industrial customers Perform all daily functions in a safe manner by adhering to all federal and state codes and regulations in addition to all AmeriGas Safety and Operations Policies and Procedures Consistent use of required Personal Protective Equipment Depending on fluctuating needs, work 8 to 12-hour shifts What's In It for You? Home every day 17 PTO days plus 7 paid holidays $5,000 sign-on bonus Ongoing safety incentives Career advancement opportunities and annual performance reviews Uniforms provided Employee referral program Year-round medical coverage available as well as: 401k with company match, propane discount year-round, paid holidays and paid vacation Requirements All Delivery Representatives should have a valid class A or B CDL with hazmat and tanker endorsements Acceptable driving record Satisfactory completion of a DOT physical, drug test and background check Willingness to work outdoors in all weather conditions Ability to lift up to 70 lbs AmeriGas Propane, Inc. is an Equal Opportunity Employer. The Company does not discriminate on the basis of race, color, sex, national origin, disability, age, gender identity, sexual orientation, veteran status, or any other legally protected class in its practices. AmeriGas is a Drug Free Workplace. Candidates must be willing to submit to a pre-employment drug screen and a criminal background check. Successful applicants shall be required to pass a pre-employment drug screen as a condition of employment, and if hired, shall be subject to substance abuse testing in accordance with AmeriGas policies. As a federal contractor that engages in safety-sensitive work, AmeriGas cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician. Similarly, applicants for such positions who are actively using medical marijuana may be denied hire on that basis. The pay for this position ranges from $25.50 to $26.50, depending on circumstances including an applicant's skills and qualifications, certain degrees and certifications, prior job experience, market data, and other relevant factors. Additional compensation may include eligibility to earn a performance-based bonus or commissions on completed sales depending on position. This is the Company's good faith and reasonable estimate of the range of compensation for this position as of the time of posting. The Company offers a wide array of comprehensive benefit programs and services including medical, dental, vision, flexible spending and health savings accounts to our benefits-eligible employees. Additional benefits include retirement savings plans like 401(k) and paid days off such as parental leave, military leave, vacation/paid time off, sick leave in compliance with state law, as applicable, paid holidays, and disability coverage. Some benefits offerings are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works.
    $25.5-26.5 hourly 11d ago
  • Commercial Sales Representative

    Roofing Talent America (RTA

    Finance representative job in Brooklyn Park, MN

    Sales Representative - Commercial Roofing Compensation: $85,000 base + competitive commission potential Take Your Sales Career Further, Faster. As a Sales Representative, you'll have the independence to drive sales, the backing of $100M in growth capital, and the support of a leadership team that truly invests in your success. Competitive base pay, uncapped commissions, and real career growth make this the perfect role for a driven sales professional ready to make their mark. What's in it for you? Base salary $85k + $50-$60k annual commission potential Profit share program 401(k) with company match Vehicle + gas card Health, dental, and vision insurance PTO Company Overview: Our client is part of a private equity-backed group that's rapidly expanding its national presence in commercial roofing. With $100M in growth capital, they're fueling expansion by partnering with established businesses while preserving their culture, and by opening new branches across the U.S. It's the best of both worlds-entrepreneurship without the risk. Built on financial strength and a people-first mindset, the company delivers large-scale re-roofing projects along with new construction, service, design, and consulting. Looking ahead, one of their biggest priorities is expanding the service and repair division. Your Role: Hunt new business through cold calls, outreach, and networking Close sales and drive revenue in the Minnesota market Build and maintain strong client relationships Identify opportunities in both commercial and service markets to grow the client base How to Apply: You'll hear back within 48 hours. If you don't have an updated resume, no problem-we'll help you with it. Contact: 📧 ******************************** 📞 **************
    $50k-60k yearly 3d ago
  • Trader, Fixed Income

    Thrivent 4.4company rating

    Finance representative job in Minneapolis, MN

    We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow. Job Summary Under the direction of Senior Traders and the Director of Fixed Income Trading, executes purchases and sales of fixed income securities that are authorized by portfolio managers. Securities will primarily be investment grade corporates, but would also include U.S. government and agency securities, high-yield corporates, leveraged loans, emerging market debt, preferred securities, and index derivatives. Add value to the investment process by effectively engaging with Traders, Portfolio Managers and Analysts. Job Responsibilities and Duties Under the direction of Senior Traders and the Director of Fixed Income Trading, execute purchases and sales of fixed income securities that are authorized by portfolio managers. Provide direct trading support to Senior Traders, the Director of Fixed Income Trading, and the overall trading desk operation (some support work will be administrative). Assist in the management of the primary market new issue process, including issue information, price guidance, order processing, allocation and ticketing. Execute electronic orders on various fixed income trading platforms including but not limited to Blackrock Solution's Alladin OMS, Bloomberg, MarketAxess, and TradeWeb. Confirm and coordinate trade executions with brokers and Thrivent Operations/Settlements teams as needed. Assist trading desk with the development of trade ideas and monitoring of both executed and open orders. Deliver on ad hoc requests from traders, portfolio managers, and analysts. Help identify, work to innovate, and improve processes within the trading environment to reduce operational risk, improve efficiency, and automate where possible. Work closely with Portfolio Compliance (addressing alerts and restrictions). Generate commission reports and assist in monitoring budgets. Assist in the preparation of transaction cost analyses. Job Qualifications Required: Master of Business Administration, Finance or other advanced degree in a relevant field with at least 1 year work experience in securities analysis, an applied securities analysis program or the equivalent; or a 4-year degree with an emphasis in finance, business or other relevant subject area with at least 3 years experience in institutional investment trading, operations or other relevant role. Strong written, verbal, and interpersonal skills. Proficiency with Blackrock Solution's Alladin OMS, Bloomberg, and Excel; some experience with other electronic trading platforms desirable. Rigorous attention to detail, proactive, organized, and efficient. Consistently demonstrates an ability to think quickly, logically, and apply good judgment. Ability to multi-task and manage conflicting priorities effectively in a dynamic market environment. A natural sense of curiosity and the drive necessary to self-educate utilizing the role's access to information and resources. Preferred: CFA designation or demonstrated progress towards completion is desirable. Additional Information This position requires you to work on-site in Minneapolis, MN a minimum of 5 days a week. Pay Transparency Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $107,125.00 - $144,933.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion. 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 **************************** or call ************ and request Human Resources.
    $107.1k-144.9k yearly Auto-Apply 55d ago
  • Financial Services Representative

    Milwaukee 4.0company rating

    Finance representative job in Milwaukee, WI

    Returning from Military Service? Join Our Team Serving others is your calling. You should be proud of making a difference in the lives of our country. Agents at New York Life Insurance Company also take pride in making a difference in the lives of members of their communities by helping their clients build a more secure future for their families. Just like the military, New York Life values integrity, rewards hard work, and enjoys a long history of accountability and achievement. In fact, we've been protecting America's families and honoring our obligations since 1845. Join us. We are actively hiring talented people for sales and sales management positions. The discipline, drive, and leadership qualities you developed during your military service may make this career an ideal fit. You don't need previous experience in the financial industry to succeed in this career. Our top-notch, career-long training program will provide you with the foundation you need to hone your skills and continue to serve your community in a new way. You will have the support of a Fortune 100 company behind you, providing guidance, mentors, consultants, and marketing and sales resources. We're looking for motivated self-starters who want: Comprehensive and ongoing professional training and development State-of-the-art marketing and sales solutions A vast array of competitive insurance and financial products designed to meet the protection and financial needs of the clients A clearly defined career path, including opportunities in Management for qualified individuals Competitive benefits, including a defined benefit pension plan and significant income potential Visit nylbenefits.com and select “NYL Agents” to explore the benefits offered to our agents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. New York Life Insurance Company equal opportunity M/F/Disability/Veteran/SexualOrientation/Gender Identity 1692148 (Exp. 2/10/2024) As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also: Develop and implement business and marketing plans Prospect for potential clients Discuss the financial concerns and needs of individuals Present potential solutions using our suite of products and services Develop your professional skills and knowledge Many of our financial professionals have served their country with distinction. Why not take the steps now to become a part of this great legacy? We are looking for people who possess the following background/characteristics: 4-year college degree Highly self-motivated and self-disciplined with the ability to work independently Outgoing personality with the ability to develop relationships (i.e., “People Person") Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
    $28k-34k yearly est. 60d+ ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Finance representative job in Mequon, WI

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
    $15.4-22.5 hourly Auto-Apply 60d+ ago
  • Admission Financial Representative

    Grand Itasca 4.2company rating

    Finance representative job in Grand Rapids, MN

    What You Can Expect: Our Admission Financial Representatives love Grand Itasca for the stability, meaningful work and our great team. Grand Itasca is in the business of selecting employees that make the real difference, who go above and beyond to make our hospital/clinic run and work effectively. Are you someone looking to make a difference in the everyday functions of our hospital & clinic life? If so, Grand Itasca is where you belong! We're glad you are thinking about joining us. Grand Itasca is a great place for Admission Financial Representatives. We're a non-profit organization with a clear vision of being the leader in transforming rural health care by achieving the highest levels of quality, access, and value. Our strength stems from teamwork and collaboration among a talented and diverse group of professionals. With over 700 employees in hundreds of different roles, Grand Itasca can offer a variety of career opportunities. Let's talk about benefits. * Competitive pay * Tuition reimbursement and scholarship/grant opportunities * Health, dental, vision, & life insurance kick in on the first of the month after 30 days of employment * Generous paid time off package to maintain a healthy home-work balance * STDB (short term disability bank) * 401K with employer contributions * Experience Pay Given * Shift Differential * Employee Referral Program * On-the-Job training! About the Position * Admission Financial Representative * Part-Time, .8-1.0 FTE (64-80 hours per pay period) * Days, Evenings, Nights, Every Other Weekend Rotation * Emergency Department at Grand Itasca Clinic & Hospital in Grand Rapids * INTERNAL POSTING THROUGH: 12/09/2025 Job Summary: The Admission Financial Representative is responsible for scheduling appointments received by phone, fax, electronic or in person. They are responsible for verifying insurance, assuring that registrations are completed with accurate data. They are responsible for initiating referrals and financially securing accounts. Here's what you'll do when you join us: * Schedule patient appointments * Verify insurance, patient information, and account information * Call patients to remind them of upcoming appointments and reschedule as necessary * Arrive patients for their schedule appointments confirming that all documents and signatures have been completed * Identify coverage issues or self-pay issues * Provide fantastic customer service to patients and fellow Grand Itasca staff * Enter patient information and scan required documents into the scheduling system * Complete daily patient and claim edit work ques * Collaborate with other departments as needed If you have these qualifications, we'd love to chat: * Must be 18 years of age or older. * One year of customer service experience. * One plus year(s) of applicable computer knowledge. * Previous experience in a clinical setting with registration is preferred. * Basic knowledge of medical terminology is preferred. * Great verbal and written communication skills. * Adhere to all Grand Itasca policies. * Maintain reliable and consistent attendance. * Perform other duties as required. About Grand Itasca: Grand Itasca brings the benefits of a large and respected health system to our local community. We are a non-profit, state-of-the-art, integrated clinic and hospital that is proud to offer a range of high-quality providers, specialties and services to our community. Enjoy our patient-centered, comprehensive approach, close to home without venturing from the beauty of northern Minnesota. * The posted compensation range corresponds to the minimum and maximum pay rates outlined in your union agreement for the respective job classifications at the time of job posting. An individual's pay rate within this range may be influenced by various factors, including FTE, skills, knowledge, educational background, and qualifying experience as specified in the contract. EEO/AA Employer/Vet/Disabled All qualified applicants will receive consideration without regard to any lawfully protected status.
    $28k-42k yearly est. 10d ago
  • Entry Level Financial Representative

    Northwestern Mutual of Northeast Iowa 4.5company rating

    Finance representative job in Platteville, WI

    Job DescriptionBenefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual of Northeast Iowa, our mission is simple yet powerful: to create the most financially secure communities in America, one person, one family, and one business at a time. We are dedicated to building a team of the highest caliber advisors, with the ultimate goal of becoming home to the most trusted financial professionals in the region. With the highest retention rate in Eastern Iowa and the distinction of having the most women advisors in the area, our office is a testament to the success of our people-first approach. Our culture emphasizes collaboration, growth, and a shared commitment to delivering excellence in every client relationship. Beyond business success, we are deeply committed to making a positive impact in our local communities. Our office proudly supports several charitable initiatives, including Special Spaces in Dubuque, Alexs Lemonade Stand, and the University of Iowa Children's Hospital, specifically for cancer research and the nurses' fund. These efforts reflect our belief that success is about more than just financial achievementsits about giving back and helping those in need. Joining our team means becoming part of a mission-driven culture where you have the opportunity to grow your career while also making a meaningful difference in the lives of others. Our thriving office is located: 2728 Asbury Rd Suite 810. Dubuque, IA 52001 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Matt Schulte - Managing Director: How long with NM? Over 25 years, including 13 as Managing Director. Prior Experience? Has worked with NM for most of his adult life, beyond college. Passionate About? Grew up on a farm, enjoys serving people, working with numbers, and spending time with his wife, Keri, and their four teenage children. He loves hunting, fishing, and living on his 43-acre "fun farm." Kinsey Meyer - Development Director: How long with NM? Over 6 years. Prior Experience? Graduate of Iowa State University with a background in retail clothing; developed her own business, Miss Meyers Clothing Consignment. Passionate About? She enjoys staying active with running, biking and hiking with her Corgi, Cash, spending time with family and friends and building quality relationships. Lexie Meyer - Financial Advisor: How long with NM? Since April 2021. Prior Experience? Worked in agriculture, helping dairy farmers with herd record management. Passionate About? Spending time with her family, including her two young boys, husband (who trains horses), and enjoying farm life. She loves trail rides, spending summer days on the Mississippi River, staying active with fitness, and reading fiction books. Dusty Jentz - Financial Advisor: How long with NM? Since May 2016, with experience in 4 different offices (Ames, Des Moines, Minneapolis, and Dubuque). Prior Experience? Only worked at NM, grew up on a family farm, and was an athlete before transitioning to finance. Passionate About? Married to Carli since 2017 and loves spending time with their son. He enjoys family time, working on the family farm, disc golfing, and following high-level sports, particularly Cowboys football. Jacob Kluesner - Financial Advisor: How long with NM? Interned in August 2016 and became full-time in January 2018. Prior Experience? Extensive engineering experience, including at John Deere, and worked as a finance manager at a car dealership before choosing NM full-time after graduation. Passionate About? Spending time with his large, close-knit family, his significant other and their children, and his two Labs. He enjoys outdoor activities like hunting, fishing, and camping. Jacob also follows college and professional sports and has a passion for cars, especially trucks and sports cars. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Matt Schulte is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $37k-57k yearly est. 16d ago
  • Business Banker II

    WNB Financial Na 3.0company rating

    Finance representative job in Altoona, WI

    Full-time Description Provides service to current and prospective clients seeking commercial relationships. Cultivates and manages a portfolio of commercial loans while proactively identifying and developing new client relationships to drive portfolio growth and deepen market presence. Understands and completes job responsibilities in accordance with federal and state regulations. Essential Functions: Business Banker 85% Develops strong client relationships with Bank's business clients Analyzes financial information and makes funding recommendations that adhere to the bank's loan policy and aligns with the bank's risk appetite Develops new business by actively calling on existing and prospective clients Promotes products and services that support client goals Closes loans, opens accounts, and makes intradepartmental referrals Monitors the inherent risk of his or her loan portfolio Possesses thorough working knowledge of business deposit accounts, cash management, online banking, merchant processing and other business banking products Analyzes clients' product needs and makes the appropriate recommendations Can act as the client's first point of contact when they have questions or problems with their accounts/services Actively participates in outside events and organizations Additional Duties and Responsibilities 15% Serves on Bank committees as needed Other job related duties necessary to carry out the responsibilities of this position Participates in internal and external training and development opportunities as required Requirements Work Relationships and Scope: Works regularly with clients and co-workers. Occasional contact with trade/professional affiliations and federal/state regulatory agencies. Works regularly with highly confidential business and client information. Participates in bank events. Performance Dimensions: Quality, accuracy, reliability, thoroughness and timeliness of work performed and services provided to clients and co-workers; utilizes knowledge of bank products and services to effectively cross-sell; customer satisfaction with services provided; keeps Bank and client information confidential; demonstrates friendly and helpful approach and attitude toward internal and external clients. Effectively communicates and develops good working relationships with all co-workers and clients; professional workplace appearance and conduct; honesty and integrity in all client and co-worker communications; reliability in reporting to work regularly and on time; understands Bank policies and procedures and applicable state and federal regulations. Stays current in field and utilizes that information where practical; participates in training and appropriate professional development. Demonstrates professionalism, commitment to the job, and loyalty to the Bank. Knowledge, Skills and Abilities: A four-year degree in accounting, finance, business or equivalent is required. Three years of business banking experience required. Must possess courteous and professional customer service attitude; excellent verbal and written communication skills; strong management skills; ability to maintain the integrity of highly confidential client and Bank information. Must possess strong computer skills, technical ability to input and retrieve computerized information; strong mathematical skills up to and including statistical analysis; legible handwriting; cross-selling skills. Must be able to deal effectively with time pressures and stress that can change hourly depending on level of activity; highly effective problem solving and technical research skills. Must be a self-starter and independent thinker and meet goals as outlined by the bank strategic plan. Working Conditions: Work is performed largely in an office environment with minimal chance for personal injury. Regular contact with clients and co-workers. Frequent in-town/local travel required for business meetings. Occasional out-of-town and overnight business travel (air or auto) is required for business and education. Regular mental and visual concentration for computer usage required. Frequent use of telephone. Frequent use of keyboard for approximately 5 hours per day. Receive and provide detailed information through verbal communication. Requires near vision. Will alternate sitting, standing, and walking throughout work shift. Stoop, lift and carry up to 10 pounds in documents and office supplies. Climbs stairs. Hours of work are generally during regular business hours. There will be some variation in work hours due to special projects, deadlines, community events, and other concerns. Equipment Used: Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet, and other bank specific software. Operates Jack Henry Experience / Synergy on the core system. Utilizes a variety of office equipment including computer, printer, ten-key calculator, fax, copy machine, and multi-line telephone. EEO/AA Employer/Vets/Disability Salary Description $66,841.01 -$100,261.51 Per Year
    $30k-45k yearly est. 60d+ ago
  • Farmers Insurance Representative - Tesmer Agency

    Bruce Tesmer Farmers Insurance

    Finance representative job in Lake City, MN

    Job Description Are you ready to start a rewarding career, serving your local community? Farmers Insurance in Rochester, Minnesota, is seeking ambitious individuals to join our team This hands-on program provides the training, mentorship, and resources needed to learn the insurance business and prepare for your agent careerall while serving the vibrant and dynamic community of Lake City and Rochester. Why Rochester? Known as the "Med City," Rochester is a thriving community offering a unique blend of small-town charm and big-city amenities. With its rich history, cultural attractions, and scenic parks, Rochester is the perfect place to grow professionally while making an impact. As an Agent Apprentice, youll have the opportunity to help families and businesses protect what matters most in a community that values innovation and connection. About the Role As a Farmers Insurance Representative, youll work alongside an experienced Farmers Insurance agent to gain practical experience and essential skills. Through expert mentorship and training from the University of Farmers, youll develop the knowledge and confidence needed to build a lasting career in Rochester. What Youll Do Learn the Business: Partner with a seasoned agent to gain expertise in sales, customer service. Develop Key Skills: Master client relationship management, business planning, and marketing strategies with top-tier training. Engage Locally: Build relationships with Rochester families and businesses, becoming a trusted advisor and community member. What Were Looking For Were looking for individuals with: A self-starter mindset and entrepreneurial drive. Sales, customer service, or business experience (preferred but not required). Strong communication and relationship-building skills. A positive attitude and a commitment to learning and growth. A willingness to obtain necessary insurance licensing (support provided). What We Offer Comprehensive Training: Access world-class resources and coaching through the University of Farmers. Financial Support: Receive bonuses and financial incentives during your onboarding process. Personalized Mentorship: Work one-on-one with experienced agents and District 54 leaders invested in your success. Career Advancement Community Impact: Build a career that strengthens and supports the Rochester community. Why Farmers Insurance? For over 90 years, Farmers Insurance has empowered aspiring entrepreneurs with the tools, training, and support needed to succeed. In Rochester, a city that celebrates innovation and community spirit, youll find the ideal environment to grow your career and create a meaningful legacy. Your Journey Starts Here If youre ready to grow professionally, serve your community, and achieve top producer statuses and awards. Apply Today Take the first step toward building a rewarding career and lasting legacy in Rochester. From starting line to legacylets build together. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Disability Insurance Life Insurance Vision Insurance Dental Insurance Hands on Training Tuition Reimbursement Mon-Fri Schedule Career Growth Opportunities Evenings Off Responsibilities Program Requirements: Obtain insurance licenses with Farmers assistance Join our agency team Achieve set milestones to become eligible for a Career Agent. Requirements Ideal Candidate: Entrepreneurial spirit and passion for sales Strong communication and interpersonal skills Ability to work in a team environment Ambition to build a successful insurance business Willingness to learn and grow with Farmers Join forces with experienced Farmers agents. Tap into their knowledge, insights and best practices to accelerate your success. Benefits of Mentorship: Gain valuable industry insights and expertise Develop effective sales and marketing strategies Understand complex insurance products and services Build strong relationships with clients and partners Navigate challenges with confidence and guidance "Is This Opportunity Right for You?" Do you want to: Experience the support of a top 2% leadership structure, guiding your success? Finally feel the value of your time and future, shaping your destiny? Break free from limitations and achieve unparalleled growth? Join a community of like-minded professionals, collaborating and succeeding together? Build a legacy that lasts, creating a lasting impact on your community?
    $30k-35k yearly est. 2d ago
  • Community Banker I

    American National Bank 4.4company rating

    Finance representative job in Minneapolis, MN

    With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.
    $20.5-25 hourly 16d ago
  • Financial Services Representative

    Lake Elmo Bank 3.5company rating

    Finance representative job in Lake Elmo, MN

    Did You Know? A career in banking offers a huge variety of opportunities including the possibility of early responsibility, rapid career progression as well as good pay and benefits. Lake Elmo Bank has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. In addition to its main office in Lake Elmo, the Bank offers full-service banking at both their Oakdale and Stillwater locations. Lake Elmo Bank has a current Full Time Personal Banker opening. Type: Full Time Hourly. Work hours are scheduled between 8 a.m. and 5 p.m. Monday-Friday (1 hour lunch) Position includes a rotating Saturday schedule from 9 a.m.-12 p.m. Benefits Include:Medical, Dental, Vision; Bank paid Life Insurance, Short Term Disability and Long Term Disability; Float time, vacation and sick time; 401(k); Employee Stock Ownership Plan. Location: Must be willing to rotate as needed between all of our offices located in Lake Elmo, Stillwater and Oakdale. Education and Experience Requirements: High School Diploma or GED required. Associates or Bachelor's degree (B.A.) from a College or university preferred; or 2-4 years related experience and/or training; or equivalent combination of education and experience. Previous banking experience preferred, but will train. Previous retail, customer service and/or cash handling experience highly preferred.. Major Responsibilities Include: Providing customers personal service second to none by striving to meet their needs in a timely and friendly manner. Contributing to a positive and productive work environment by working cooperatively and effectively as a member of a specific work group as well as a member of the entire Lake Elmo Bank team. Supporting the community by active participation in worthwhile community projects. Working effectively with each customer in the Bank to establish and enhance relationships, identify individual needs (loan and deposit) and tailor a set of services designed to meet those needs. Assisting customers, by phone and in person, to respond to inquiries, execute transactions and resolve customer service issues. Fully understand all Bank products, effectively explain products to customers, and make appropriate referrals to Consumer lenders, Home Equity lenders, Mortgage lenders, Investment and Trust Department. Assisting customers with service problems to maintain goodwill and personally resolve problems always working to retain relationships whenever possible. Or direct the customer to the appropriate individual who can resolve the issue. Actively identify customer needs and preferences and communicates observations to Supervisor and/or Retail Banking Manager. Providing assistance with teller transactions and consumer loans as needed. Knowledge, Skills and Abilities: Proven ability to prioritize multiple tasks. Exemplary, positive can-do attitude and work ethic. Ability to independently problem solve. Provide unequaled personal service to customers for a wide variety of banking products and services. Contribute to a positive and productive work environment by working cooperatively and effectively as a member of the Lake Elmo Bank team. Support the community by active participation in worthwhile community projects. Our employees Enjoy competitive pay, benefits and time off. Several opportunities throughout the year to participate in employee and customer events.. About Us: Lake Elmo Bank was chartered on August 1, 1911 and has built its tradition on a personal approach to banking. We get to know our customers so that we understand each customer's unique needs with the intent of building long-term financial relationships. This goal has been the foundation of our business for over 100 years. Today, with assets over 500 million dollars, Lake Elmo Bank is among the larger community banks in the State of Minnesota. Because of its unique history and the Bank's commitment to community service, Lake Elmo Bank has successfully served the residents and businesses of the east metro area with a continued commitment to its tradition of service. Lake Elmo Bank was also voted "Best Bank" by the Stillwater Gazette Readers' Choice Awards. Lake Elmo Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact the human resources department. Compensation details: 24.95-37.45 Hourly Wage PIc271fb***********1-39208536 RequiredPreferredJob Industries Other
    $34k-39k yearly est. 7d ago
  • Patient Financial Services Representative

    Fairview Health Services 4.2company rating

    Finance representative job in Saint Paul, MN

    This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication. Responsibilities * Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate. * Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization. * Performs the best practice routine per department guidelines * Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback. * Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible. * Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients. * Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts. * Responsible for processing external correspondence in a timely and efficient manner. * Ensures internal correspondence is clearly and professionally communicated and processed expeditiously. * Responsible for verification of insurance and/or patient demographics. * Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts. * Educates patients and/or guarantors of patient liability when appropriate. * Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work Preferred Qualifications * 1 year Medical billing office setting experience * MS Office experience * Insurance/follow up experience * Coordination of benefits experience * Epic, Brightree, Billing Bridge, or comparable software account experience Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
    $27k-45k yearly est. Auto-Apply 6d ago
  • Financial Advisor

    JMG Financial Group 4.6company rating

    Finance representative job in Pewaukee, WI

    JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required: CFP designation (Certified Financial Planner) CFA and/or CPA designations acceptable Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts Proficient in basic computer skills especially Microsoft Office Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position. Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer. Compensation details: 100000-150000 PI994e07fc33d9-31181-38428186
    $34k-42k yearly est. 8d ago

Learn more about finance representative jobs

How much does a finance representative earn in Eau Claire, WI?

The average finance representative in Eau Claire, WI earns between $20,000 and $69,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Eau Claire, WI

$38,000
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