Financial Representative Trainee (Sales) - Milwaukee, WI
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
Associate Financial Advisor
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.
Financial Representative - State Farm Agent Team Member
Finance representative job in Bartlett, IL
Benefits:
401(k)
Paid time off
State Farm Insurance Agent located in Bartlett, IL is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Michelle Twitchell - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Profit sharing
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Detail oriented
Ability to make presentations to potential customers
Must be available to work the following schedule: Weekdays 9:00AM - 5:00PM
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $80,000.00 per year
Do you want a career and not just a job?
We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you.
About Our Agency
Our office is located in Bartlett, Illinois.
I have been a State Farm agent since 1984.
I am a proud graduate of Millikin.
We currently have 8 team members at our agency.
We have 91 years of combined insurance experience in our office.
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Senior Vice President's Club, Crystal Excellence Award, National Quality Award, Silver Scroll, Golden Triangle, and Bronze Tablet
Additional languages spoken: Spanish
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Services Representative
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
Financial Representative Entry Level
Finance representative job in Barrington, IL
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Winning Team at Northwestern Mutual - Chicagoland!
At Northwestern Mutual Chicagoland, we are driven by a mission to impact lives and build secure futures. Guided by our core values of Abundance, Integrity, Growth, Loyalty, and Culture, we attract, launch, and support financial services workers who share our commitment to making a difference. Recognized as one of the
Top Places to Work in Chicago
since 2017, our firm continues to grow toward an ambitious ten-year vision, expanding to eight offices, developing 200 advisors, and impacting 200,000 lives. As part of a company set to pay a
record-breaking $9.2 billion in dividends in 2026
, our advisors thrive within a culture built on purpose, excellence, and community. Beyond the business, we proudly give back through organizations like Alexs Lemonade Stand, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities.
Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515
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 Our Team:
Ryan Kramer CLF, ChFC, CLU, Managing Partner:
Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.
Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutuals leadership track, including Assistant Regional Director at the companys Milwaukee headquarters.
Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alexs Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.
Trent Mausser CLU, ChFC, Managing Director:
Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.
Prior Experience: Recognized nationally as a top college representative, Trent was featured in
USA Today
in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.
Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alexs Lemonade Stand.
Kevin Pabst ChFC, Managing Director:
Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.
Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.
Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his familys lake house.
Scott Carr CLU, MSM, Managing Director:
Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.
Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.
Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.
Jason Frano Managing Director:
Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.
Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named Rookie of the Year in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.
Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons basketball and baseball teams, and spending time with family.
Tracey Daniels Executive Director of Selection, Chicagoland
Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.
Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.
Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.
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.
Learn more about Northwestern Mutual - Chicagoland: *******************************************
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. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Financial Representative
Finance representative job in Milwaukee, WI
As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business.
Compensation & Benefits
Performance-based earnings and revenue (
average annual earnings of $70K-$250K; based on
2015-2022
company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM-Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
Legal authorization to work in the US without sponsorship
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
Fortune 500 company (2023)
Forbes' Best Employers for Diversity (2018-2021)
Top 10 US Independent Broker-Dealers2
#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
$257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
Future Positions
Finance representative job in Buffalo Grove, IL
Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
Financial Representative State Farm Agent Team Member
Finance representative job in Elgin, IL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
401(k)
Health insurance
Now Hiring: Experienced Life Insurance & Financial Services Sales Representative
Location: Elgin, IL
Agency: John Sutton - State Farm Insurance
Position Type: Full-time
Compensation: Competitive base + commissions + performance bonuses
Are you ready to take your financial services career to the next level?
At John Sutton State Farm in Elgin, were expanding our team and looking for a licensed, driven, and experienced financial services professional with a proven track record in life insurance and financial product sales. If you're currently with a firm like Edward Jones, New York Life, or another brokerage and are looking for greater flexibility, higher earning potential, and a more entrepreneurial environmentthis may be the move you've been waiting for.
What Youll Do:
Proactively identify and cultivate new business opportunities for life insurance, annuities, and other financial service products
Build lasting relationships with individuals, families, and small business owners in the Elgin area
Deliver personalized recommendations through comprehensive financial needs analysis
Educate clients on State Farms suite of financial and insurance products
Work in a collaborative, high-performing office environment with strong back-office support
What Were Looking For:
Minimum 2+ years of experience in life insurance or financial services sales
Active Illinois Life/Health license required
FINRA Series 6, 63 and 65 preferred
Strong prospecting, relationship-building, and closing skills
Bilingual Spanish speakers highly encouraged to apply
Self-starter mindset with entrepreneurial drive
Familiarity with the Elgin market or surrounding area a plus
Why John Sutton State Farm?
No asset minimums. No AUM quotas. No cold call lists from HQ.
Youll receive quality leads, strong local brand recognition, and the support of one of the most respected names in insurance and financial services.
Flexible, independent-agent style selling with the backing of a trusted Fortune 500 brand
Aggressive commission structure with uncapped earning potential
Pathway to Agency Ownership for the right candidate
If youre feeling stuck in a rigid corporate structure, tired of pushing products that dont align with client needs, or looking for a more entrepreneurial environment with real growth potential, we want to talk to you.
Financial Representative - State Farm Agent Team Member
Finance representative job in Waukegan, IL
Replies within 24 hours Benefits:
Competitive salary
Opportunity for advancement
Training & development
🌟 Join the Team at Manuel Torres State Farm in Waukegan! 🌟 Bilingual Spanish Sales Representative
Location: Waukegan, IL
Type: Full-Time
Are you ready to make a difference while speaking your native language? Manuel Torres State Farm is on the hunt for a vibrant, bilingual Spanish Sales Representative to join our dynamic team in Waukegan! If you're passionate about helping others, love building relationships, and thrive in a fast-paced environment, this is the role for you!
What You'll Be Doing:
🌟 Connect & Engage: Use your Spanish-speaking skills to build lasting relationships with our diverse clients. Your ability to communicate clearly and effectively will be key in delivering exceptional customer service.
💼 Sales & Solutions: Dive into the exciting world of insurance! Help clients understand their options, recommend products that fit their needs, and close sales with confidence and enthusiasm.
🛠️ Team Player: Collaborate with our awesome team to reach sales goals and contribute to a fun, supportive work environment. Your positive attitude and teamwork will shine here!
📈 Grow & Learn: Take advantage of professional development opportunities and advance your career with us. We're committed to your growth and success!
What We're Looking For:
🗣️ Bilingual Brilliance: Fluency in Spanish and English is a must! Your language skills will be the key to connecting with our clients.
🌟 Sales Savvy: Experience in sales is a plus, but if you're a quick learner with a passion for customer service, we want to hear from you!
💬 People Person: Excellent communication skills, a friendly demeanor, and a knack for problem-solving. We need someone who can build rapport and make clients feel valued.
🎉 Energetic & Enthusiastic: Bring your positive energy and enthusiasm to our team. We're looking for someone who's ready to dive in and make an impact!
Perks & Benefits:
Competitive salary with performance-based incentives
Paid time off and holidays
Opportunities for career advancement and professional development
A fun, inclusive, and supportive work environment
Ready to join a team where your skills and personality will truly shine? Apply today and let's make a difference together at Manuel Torres State Farm in Waukegan!
How to Apply:
Send your resume and a brief cover letter highlighting why you're the perfect fit for this role to [email address]. We can't wait to meet you!
Manuel Torres State Farm is an Equal Opportunity Employer.
Compensation: $17.00 - $20.00 per hour
We're Hiring!
We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development.
About Our Agency
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance.
We look forward to speaking with you!
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyFinancial Counseling Representative I
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
Auto-ApplyFinance
Finance representative job in Hoffman Estates, IL
Job DescriptionDescription:
In agreement with our mission at Level 10 in creating authentic, engaging and long-term relationships, we would like to extend any candidate the opportunity to apply and engage in an a conversation around opportunities within our organization. If you are interested in speaking with us and applying for this department, please submit your application and resume. We will be in touch!
Purpose: The Finance Department serves as a strategic partner within our organization, contributes to the overall financial health and success of the organization by ensuring financial stability, supporting growth initiatives, and contributing to the overall success of the organization.
Scope: The Finance Department is responsible for financial planning, reporting, managing financial resources, ensuring compliance with regulations, supporting strategic decision-making, and fostering financial stability.
Our Finance department is made up of the following roles: Controller, Assistant Controller, Staff Accounts
Department Responsibilities:
Budgeting & Financial Forecasting: Developing and managing the organization's budgetary process, including forecasting revenue and expenses, and allocating resources effectively across departments. Predicting future financial performance based on historical data and market trends to support strategic planning and decision-making.
Financial Statements: Preparing accurate and timely financial statements (e.g., balance sheet, income statement, cash flow statement) in accordance with accounting standards (e.g., GAAP, IFRS) for internal management and external stakeholders.
Regulatory Compliance: Ensuring compliance with financial regulations, tax laws, and reporting requirements imposed by regulatory authorities and government agencies.
Risk Management: Identifying, assessing, and mitigating financial risks (e.g., market risk, credit risk, operational risk) that could impact the organization's financial stability and objectives.
Cash Flow Management: Monitoring and managing cash flow to ensure liquidity for day-to-day operations and strategic investments.
Working Capital Management: Optimizing the management of current assets and liabilities to maintain operational efficiency and financial health.
Financial Analysis: Providing analysis and financial metrics to support strategic decisions related to investments, acquisitions, and business expansion.
Tax Compliance: Managing tax filings and ensuring compliance with tax laws to minimize tax liabilities and risks.
Strategic Planning: Contributing to the development of long-term financial strategies aligned with the organization's goals and objectives.
Audit Coordination: Coordinating external audits and ensuring compliance with audit requirements and recommendations.
Financial Systems: Implementing and managing financial systems (e.g., ERP systems, financial reporting tools) to streamline processes, improve efficiency, and enhance data integrity.
Requirements:
Financial Services Representative State Farm Agent Team Member
Finance representative job in Lake Forest, IL
Job DescriptionROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Jeffrey Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Must be able to obtain relevant financial service licenses
Excellent analytical, organizational, and problem-solving skills
Effective communication skills
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Health Benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Hiring Bonus up to $
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Huntley, IL
Job DescriptionBenefits:
Salary PLUS commission
401(k)
Bonus based on performance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Ive been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I ammy wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors.
Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers. Were active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If youre looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you.
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
Proven track record of meeting sales targets.
Series 6, 63, 65 or 7 license.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Villa Park, IL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Bilingual Spanish Sales Representative Insurance Expert Dan De La Cruz State Farm - Villa Park, IL
Location: Villa Park, IL
Job Type: Full-time
Are you an experienced insurance professional with a passion for helping clients protect what matters most? Dan De La Cruz State Farm is looking for a Bilingual Sales Representative with a Property & Casualty License to join our established and growing team in Villa Park, IL. If youre ready to take your career to the next level with a respected State Farm agency, we want to hear from you!
Who We Are:
Dan De La Cruz has been a proud State Farm Insurance Agent since 2002 and is deeply involved in his community. A Chicago Metro native, Dan believes in providing personalized, compassionate service to his clients. Hes an active volunteer, serving on the Junior Achievement board and as a Jeff Awards judge, and he currently serves as the Vice President of the Raven Theater Board. Dan and his team are dedicated to making a meaningful difference in the lives of their clients.
What Youll Be Doing:
Consultative Sales: Use your expertise to help clients choose the right insurance products (Auto, Home, Life, and more) based on their needs
Client Relationship Management: Build lasting relationships with clients and provide exceptional service through every stage of their insurance journey
Bilingual Advantage: Use your Spanish language skills to connect with a broader range of clients and deliver outstanding customer care
Team Collaboration: Work closely with other team members to achieve goals and provide seamless service
Insurance Expertise: Provide advice and support on Property & Casualty insurance products, policies, and claims
Drive Growth: Meet and exceed sales goals while maintaining a focus on customer satisfaction
What Were Looking For:
Property & Casualty License: Required
Bilingual in Spanish and English: Fluent communication in both languages is essential
Proven Insurance Experience: Previous experience in insurance sales and customer service preferred
Sales & Service Focused: Strong ability to identify customer needs and offer solutions that best meet those needs
Positive & Driven: A go-getter with a positive attitude who thrives in a sales environment
Tech-Savvy: Comfortable using technology to manage tasks, processes, and customer communications
Why Join Dan De La Cruz State Farm?
A Supportive Team: We value collaboration, and our team is dedicated to helping each other succeed
Career Growth: Opportunities to expand your knowledge, grow professionally, and take on new challenges
Competitive Pay: We offer a competitive salary, plus performance-based incentives and bonuses
Comprehensive Benefits: Health insurance, paid time off, and other great benefits
Ongoing Training: Access to continuous learning and professional development
Flexible Work Environment: We understand the importance of work-life balance
How to Apply:
If youre ready to bring your insurance expertise and bilingual skills to an established State Farm agency, wed love to meet you! Please Apply here Now and submit your resume to ********************** or text ************ and request an interview. Please include your name and Dan's name in the text so we may serve you properly.
Dan De La Cruz State Farm is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Join Dan De La Cruz State Farm and take your career to the next level in Villa Park, IL!
Easy ApplyFinancial Services Representative - State Farm Agent Team Member
Finance representative job in Mequon, WI
Job DescriptionBenefits:
Hiring bonus
Health stipend
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
FINRA Series 6/63/65 or 7 licenses will be required.
Financial Services Representative - State Farm Agent Team Member
Finance representative job in Barrington, IL
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Training & development
State Farm experienced Sales Representative (Company Car Provided)
Peter Grande State Farm Harwood Heights, IL
About Us
Peter Grande State Farm is a trusted, award-winning insurance and financial services agency located at 4728 N. Harlem Ave, Harwood Heights, IL 60706. We proudly serve Harwood Heights and surrounding communities including Norridge, Chicago, Elmwood Park, Park Ridge, and beyond
Led by Peter Grande, CLU, our team brings decades of combined industry experience, and we speak multiple languagesincluding English, Polish, Spanish, Russian, and Ukrainianto meet the needs of our diverse client base. We offer a full suite of products including:
Auto, Homeowners, Renters & Condo Insurance
Life & Health Insurance
Business Insurance
Banking Services & Annuities
Pet Insurance
And more
Were passionate about protecting what matters most and helping our clients plan for a secure future.
Position Overview
Were hiring a Sales Representative to join our growing, high-performing team. This role is ideal for both recent graduates ready to launch a meaningful career and experienced professionals looking to elevate their income and impact.
As a Sales Representative, you will:
Develop leads, schedule appointments, and identify client needs
Present and recommend appropriate insurance and financial products
Build strong relationships with clients and follow up for service, renewals, and referrals
Engage in community outreach and networking events
Receive one-on-one mentorship from a seasoned agency leader
Enjoy the support of a collaborative, multilingual office
Use a company-provided car for client appointments and business travel
What We Offer
Company Car Provided for business-related travel
Competitive Base Salary + Uncapped Commission + Bonuses
Full Licensing Support (if not already licensed)
Paid training and one-on-one mentorship
Career advancement opportunities (Team Leader, Office Manager, Agency Owner Track)
Access to a wide product portfolio (auto, home, life, business, banking & more)
A modern, friendly, and multicultural work environment
Flexible schedule options
Office conveniently located on Harlem Ave with free parking
Who Were Looking For
Experienced Professionals:
State Farm experience desired, Company Car and Competitive Salary
Proven success in sales, customer service, or account management
Licensed in Property & Casualty and/or Life & Health (or willing to obtain)
Self-driven and eager to grow within a reputable agency
Qualifications
High School diploma required; college degree preferred
Valid Drivers License (required for use of company vehicle)
Must pass background and licensing checks
Bilingual (Polish, Spanish, Russian, or Ukrainian) a strong plus
Tech-savvy: able to navigate CRM systems, quoting tools, and online platforms
Work Schedule
Full-time position (MondayFriday)
Occasional evenings or weekends for community events or client appointments
Office-based with flexibility for field appointments and remote outreach tasks
Apply
Financial Services Representative (Overstaff) (Bilingual)
Finance representative job in Elgin, IL
World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces for Parents & Families in 2025, helps customers meet their financial needs and unlock their financial good. We're seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted team player, and the welcoming face of World Finance wherever you go.
The Overstaff Financial Services Representative (FSR) provides critical onsite support to multiple branch locations within an assigned region. This position assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring branches meet growth goals. The Overstaff FSR steps in where needed to uphold company standards, provide seamless customer experiences, and strengthen branch performance.
Hourly Pay: $18-$20
What You'll Do:
Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
Guide customers toward upward credit mobility through responsible financial choices.
Deliver top-tier customer service by assisting with questions, concerns, and available products.
Process and prepare loan applications, documents, and renewals accurately.
Take and process customer payments.
Prepare and execute loan closings on current and renewal loans.
Balance assigned cash drawer daily and ensure all transactions are accurate.
Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
Maintain strong customer relationships and represent the company's values in every branch supported.
Collaborate with Branch Managers and team members to meet performance goals.
Other duties include but are not limited to:
Calling approved and unmade applications to close loans daily.
Supporting tax services and helping build tax clientele.
Sending complete and accurate credit denial letters within 30 days from the date of application.
Paying branch expenses as instructed by the Branch Manager.
Travel Requirements & Coverage Area:
Reliable transportation for daily travel to assigned branches and bank deposits.
Daily travel between branches will be required; specific coverage areas can be discussed with the hiring manager.
Team members are compensated for authorized travel time in accordance with company policy, including overtime calculations where applicable.
Mileage reimbursement is provided for business use of personal vehicles, excluding normal commuting.
Experience That Will WOW Us!
Demonstrated self-confidence, organization, and adaptability.
A history of kindness, compassion, and helping others succeed.
A mindset focused on quality, problem-solving, and openness to new ideas.
Team-oriented approach - willing to pitch in, learn, and lead by example.
Basic computer proficiency and comfort learning new systems.
Valid driver's license and access to a dependable vehicle.
Why World?
Growth-minded culture: 80% of our Financial Services Representatives are promoted to management.
Proven career paths: 75% of our Operations Executives began in similar roles.
Community connection: Paid volunteer hours each year to give back.
Comprehensive benefits: Health, dental, vision, and life insurance available to full-time team members beginning the 1st of the month following 30 days.
Work-life balance: Paid holidays, vacation time, and 401(k) with company match.
Belonging & purpose: Join a team built on respect, collaboration, and genuine care.
Be home for dinner: Your life outside of work is a priority.
Make an impact: Help customers build stronger financial futures every day.
Who Is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We champion financial wellness and celebrate the hundreds of thousands of customers achieving better credit each year. Based in Greenville, SC, World serves over one million customers annually through personal loans and tax preparation services. With 1,200+ branches across 16 states, we're proud to be the financial partner with heart - offering customer-focused service rooted in teamwork, community, and care.
Physical Demands and Working Conditions:
Frequently stationary with regular movement throughout office environments.
Occasional climbing, kneeling, bending, twisting, and reaching.
Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force.
Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
Fast-paced, high-demand environment requiring professionalism and adaptability.
Frequent travel to branch locations; may include extended hours, evenings, or weekends.
Standard indoor office settings with typical noise, lighting, and temperature.
Frequent customer and coworker interaction; must communicate clearly and professionally.
Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
This job description is not intended to be comprehensive. Duties, responsibilities, and activities may change at any time with or without notice as business needs evolve.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, 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. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyMain Banker
Finance representative job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
Financial Advisor
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
Financial Services Representative State Farm Agent Team Member
Finance representative job in Oak Park, IL
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a driven and customer-focused individual with a passion for sales? Do you want to be part of a dynamic team that values your contributions and offers excellent growth opportunities? Look no further! Colin Fane State Farm is seeking a Sales Associate to join our successful and growing team.
About Us:
At Colin Fane State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leading insurance provider in our community. As a State Farm agency, we have access to a wide range of insurance and financial products, allowing us to offer tailored solutions to our valued clients.
Role and Responsibilities:
As a Sales Associate at Colin Fane State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
Consultative Selling: Conducting comprehensive consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner.
Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support.
Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Tues.-Thurs 9AM - 7PM Mon & Friday 9AM - 5PM, Sat. 9AM - 12PM