Finance service representative jobs in Kenosha, WI

Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard - your next great opportunity is just a few clicks away! What we offer Competitive salary Paid vacation/holidays/sicktime- 15 days of vacation first year Comprehensive benefits package including 401K, medical, dental, and vision care - Available day one Encouraging and collaborative team environment Dedication to safety through our Zero Harm policy Check us out!: ******************* ZMNrDJviY What you will do Our continued success and growth has produced a need for a Service Sales Representative. The primary function of this position is to promote and sell service agreements for commercial building systems products to include fire alarm, suppression, sprinkler, security, sound, communication and inspections. How you will do it As a Service Sales Executive you will establish contact with prospect and qualify potential buyers of service contracts by scheduling sales calls, following up of leads and using outlined marketing strategies. Develop a positive ongoing relationship with customers. Determine customer needs and develop a sales strategy to gain customer understanding of company service offerings. Close sufficient sales to meet sales plan objectives. Develop and maintain an active proposal backlog that will support achieving the designed sales plan. Conduct building surveys to support the development of estimates. Maintain accurate and complete records of all sales related activities. Submit all required sales reports, expenses, competitive activity and correspondence in an accurate and timely manner. Develop a positive ongoing relationship with customers to ensure that Johnson Controls is meeting their requirements to ensure long-term customer dedication. Support the service department to generate leads for service or equipment/device upgrades. What we look for Required Degree or equivalent work experience (3 years). 3 years minimum B2B track record of sales experience. Experience selling a service or intangible or technical product. Experience prospecting, qualifying, solution selling and closing deals. Ability to work in a matrix environment with minimal direction where performance will be measure by meeting quota numbers. Professional communication, interpersonal, and time leadership skills is a must have Proficient in the use of personal computers to include operating systems such as Windows and Oracle systems. Ability & willingness to work as a teammate; must work well with others Preferred Bachelor's degree in a technical or business discipline preferred. 3+ years minimum B2B track record of sales experience. Industry or related industry experience. Salesforce Proficiency HIRING SALARY RANGE: $43,000 - $58,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account project, quarterly, and annual margin. This position includes a competitive benefits package. For details, please visit the About Us tab on the Johnson Controls Careers site at About us - Johnson Controls Careers #SalesHiring

Waterway is hiring Customer Service Associates at our Northbrook location! Join our Team - Every day is an opportunity to Shine! Ready to make an impact with exceptional customer service? As a CSA, you'll ensure that every customer's needs are met while enjoying a supportive team-based work environment with flexibility, promotional and development opportunities, and great perks! You'll sell premium car wash services, Clean Car Club memberships, and trendy retail items, while engaging customers at the carwash tunnel entrance, gas pumps, or inside the retail store. No two days are alike, with rotating outdoor and indoor duties that keep things fresh and varied. It's more than a job-it's a chance to grow and build a rewarding career. Ready to join a dynamic team? We can't wait to have you! Compensation: Average is $20 per hour ($17 base pay + sales bonuses). Schedule: Flexible schedules including daytime, evening, mid-week and weekend shifts that suit your availability. Location: Waterway Northbrook - 2300 Waukegan Rd. Northbrook, IL 60062. Other locations across Chicago available. What else you'll enjoy: People Focused Role - love helping people? Spend your time engaging with customers and great team-mates. Work Culture - Fun and active. Friendly team focused culture. Supportive managers and peers. Training and Experience - structured training and development. Learn valuable service, sales, and operational skills. Clear learning and development paths to support advancement. Flexible Scheduling - variable schedules built around your availability. Perks and Discounts - free carwashes plus fuel and retail store discounts Tuition Assistance Program - Continuing your education? Up to $4k/year in Tuition Assistance Bonus. Advancement and Cross Training - highly structured promotional path. Cross training opportunities. Promote from within culture. Path to Management Development Program. Waterway is proud to be recognized a multi-time USA Today Top Workplace as voted by our team members! Qualifications: What you need: Be friendly and engaging! A positive attitude and a will to succeed! No experience required. Experience in customer service, retail, or sales preferred. Minimum Requirements: Current and valid drivers' license; Professional demeanor, behavior, and appearance in accordance with company policy; Ability to perform all essential functions safely without endangering oneself or others; Ability to comply with local/State health code requirements for soda fountain and food service/sales; and Meet local/State minimum age requirements for sale of tobacco and alcohol sales (where applicable). Ability to complete all required trainings/certifications required to perform any of the required functions. Responsibilities: What You'll Do - The Details: Provide excellent and timely customer service to create a pleasant experience for customers. Pro-actively greet customers entering the convenience store, pay terminal area, or fuel pumps and be responsive to their needs. Effectively present and sell car wash services, memberships, and additional purchase options to customers to achieve sales and revenue goals for the location. Car Washes - identify customer needs and present complimentary solutions. Clean Car Club memberships - identify customer wash frequency and needs, effectively present options and the benefits and value of membership. Additional purchase options - enthusiastically offer additional purchase options of retail merchandise or services in the convenience store. Maintain a safe, clean and organized environment to ensure a positive visit for every customer including but not limited to: Outside areas: gas pump islands, payment terminal, and entrance to tunnel; and, Inside areas: counters, merchandize display areas, restrooms, and customer waiting areas. Keep convenience store merchandise stocked and organized, displays clean and well presented. Take inventory of merchandise levels as directed by store management. Maintain point-of-sale transaction, sales, and cash drawer integrity by following procedures accurately. Effectively use all transaction technology including tablets, payment terminals, and other point-of-sale technology. Follow Waterway policies, procedures, guidance, and instructions, including and especially those related to safety. Other Functions Perform various administrative tasks, for example making bank deposits, picking up or delivering supplies from other stores or retailers. Perform various transactional functions to meet customer demand and store staffing needs. Various other functions as identified and directed by management. Physical Requirements: Work Environment/Physical Demands Environmental - may work primarily outdoors year-round, and be exposed to wide temperature variations, sunshine, wet weather (rain, snow), humidity, wet surfaces, gasoline and exhaust fumes, machinery and moving parts, and brief exposure to car wash tunnel noise. Physical - periods of extended standing, bending, lift and carry up to 50 pounds, drive vehicles, reach above and below shoulder level. Complete tasks at a fast pace, sustain consistent physical effort, sustain continuous and prolonged standing and movement. Work under pressure in a fast-paced environment and maintain a calm and professional disposition in all circumstances. Vision and Hearing - Far and near visual acuity, peripheral vision and depth perception. Hear, understand, and distinguish speech from other sounds (e.g., alarms, horns, vehicles, and equipment). Language - must be able to fluently speak and understand English when communicating with other team members, managers, and customers for business related purposes. Cognitive - perform arithmetic calculations and operate data entry devices. Attendance - maintain regular, predictable, and punctual attendance. Work as assigned schedule which may be irregular and include weekends, extended hours, overtime, and holidays. EEO Statement: If an accommodation is needed to participate in the application and interview process, you may request one by contacting our Recruiting Department (...@waterway.com). Waterway is an equal opportunity employer and does not discriminate against an applicant for employment on the basis of race, color, religion, national origin, ancestry, gender identity, pregnancy, age, disability, sexual orientation, military status, citizenship or immigration status, or legally-protected status.

- HVAC Commercial/Industrial Services Sales Representative Reports To: Sales Manager Department: Sales Employment Type: Full-Time , PLEASE EMAIL RESUME TO: ********************* Position Summary: We are seeking a results-driven HVAC Commercial/Industrial Services Sales Representative to join our team at Admiral Heating, a union shop. This individual will be responsible for developing new business opportunities, maintaining strong client relationships, and promoting HVAC service solutions tailored to the commercial and industrial sectors. The ideal candidate has a solid understanding of HVAC mechanical systems, a strong network in the market, and the ability to navigate both union shop dynamics and the technical requirements of HVAC services. Admiral Heating and Ventilating has been delivering high-quality heating and air conditioning solutions to industrial and commercial clients in the greater Chicagoland area for over 70 years. Our comprehensive services include equipment repair and replacement, design building, 24/7 emergency response, and customized preventive maintenance programs, all aimed at ensuring optimal performance and efficiency of HVAC systems. IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO: ********************* Key Responsibilities: Develop and execute sales strategies to grow service and preventative maintenance agreement business in the commercial and industrial HVAC markets. Identify and pursue new PMA (preventative maintenance agreement) opportunities with facility managers, building owners, general contractors, and property management firms. Conduct site assessments to understand customer needs and recommend appropriate HVAC service solutions. Prepare and present proposals, quotes, and presentations to clients. Maintain accurate records of all sales activities and customer interactions in CRM software or other tools as assigned. Collaborate with operations, marketing, service technicians, and project managers to ensure smooth transition from sales to service delivery. Stay up to date with industry trends, code changes, and union labor practices. Attend trade shows, networking events, and industry association meetings to build brand awareness and generate leads. Qualifications: Proven success in HVAC or mechanical services sales (5+ years preferred). Familiarity with union shop environments and related labor agreements. Strong understanding of commercial/industrial mechanical systems and service contracts. Excellent communication, negotiation, and presentation skills. Ability to work independently and manage multiple sales cycles simultaneously. Proficiency with CRM tools and Microsoft Office Suite. Valid driver's license and reliable transportation. Preferred Qualifications: Degree in Mechanical Engineering, Business, or related field. Experience working with unionized service teams. Existing network of industry contacts in the territory. Compensation and Benefits: Competitive base salary of $60k-80k plus commission Comprehensive health benefits (health, dental, vision) Expenses for vehicle, phone, and business development Paid time off and holidays 401K Profit sharing Professional development opportunities Physical Demands and Working Environment: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Environment: Work is performed primarily in a standard office environment. Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to travel to other locations using various modes of private and commercial transportation; and to verbally communicate to exchange information. Vision: See in the normal visual range with or without correction. Hearing: Hear in the normal audio range with or without correction. This does not list all the duties of the job. You may be asked by managers to perform other instructions and duties. This job description may be revised from time to time and does not constitute a contract for employment. IF INTERESTED IN THIS POSITION, PLEASE EMAIL RESUME TO: ********************* Salary and Benefits: Base Salary of $60,000-$80,000 Unlimited Commission Fidelity 401k Plan with all fees paid by Admiral 401k Safe Harbor Match of 4% BCBS PPO and HMO Health Insurance Options (Admiral pays 75%) Dental and Vision Plans (Admiral pays 75%) Tuition Reimbursement Generous PTO Policy Paid Holiday's 100% Admiral paid Long and Short Term and Short $20,000 Admiral Paid Life Insurance Flexible Spending and Dependent Care Accounts Employee Assistance Plan CTA and Parking Reimbursement Employee events throughout the year

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

About the Role: Join Baird's fast-paced Equity Trading Desk as an Agency Trader where you'll support Financial Advisors and external money managers with seamless trade execution and top-tier client service. This full-time, in-office role offers hands-on experience in equity trading, market regulations, and collaborative problem-solving. The Impact You'll Make: Execute trades across NYSE, Nasdaq, OTC, and foreign markets. Ensure accurate and timely processing of equity transactions. Partner with FAs and Client Specialists to deliver high-touch service. Troubleshoot order discrepancies and respond to inquiries professionally. Stay current on market regulations and communicate changes internally. Adapt to evolving technologies and market conditions. Build deep trading expertise alongside seasoned professionals. What You'll Bring to Baird: Bachelor's in Business, Finance, or related field (or equivalent experience). SIE, Series 7, 63, and 57 licenses (or ability to obtain within 6 months). Strong analytical, communication, and organizational skills. Detail-oriented, adaptable, and poised under pressure. Familiarity with trading systems and financial markets preferred. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

500 W Lake St,. Elmhurst, IL 60126 Sales BDC Appointment Setters$40,000 - $60,000 Income!Excellent Training, Benefits, & Career Growth! McGrath BMW of Elmhurst is a great place to have a rewarding career! We are seeking full-time Sales BDC Appointment Setters, to work in our fast-paced call center, to answer internet, telephone, and text questions from potential customers seeking vehicle information, pricing, availability, and more! Your goal is to schedule several appointments per day for potential customers to meet with our dealership's sales team so we can sell them a vehicle. Ideal candidates will be enthusiastic, goal-driven professionals who are masters at influence, confident, and enjoy the art of sales. You will succeed with excellent training and support from our management team. Apply now and drive your career forward with this great opportunity! Responsibilities - Sales BDC Appointment Setter: Work in our fast-paced call center to answer internet and telephone requests for vehicle information, schedule appointments for potential customers to meet with our dealership's sales team, call to confirm and reschedule appointments, and more. Utilizing a script to guide your response, answer internet, telephone, online chat, and text requests from potential customers seeking vehicle information, pricing, availability, and more! Schedule several appointments/day for potential customers to meet with our dealership's sales team so we can sell them a vehicle. Follow up with 'no shows' to reschedule appointments. Maintain accurate records of all communicationsin the CRM system. Maintain positive relationships with teammates, sales teams, and dealership management. Learn about the vehicles BMW offers Qualifications - Sales BDC Appointment Setter: Good sales, communication, computer and customer service skills An enthusiastic self-starter that's motivated to succeed Professional, ethical, and respectful Punctual and dependable with a good work ethic Ability to work under pressure with a positive, 'can-do' attitude. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. Excellent follow-through skills One+ year of telemarketing, appointment setting, or customer service experience is preferred Auto dealership Internet or Business Development Center (BDC) experience is preferred. We train for success! Driver's license and insurance High school diploma We Offer Excellent Benefits: $40,000 - $60,000 performance driven income Training Paid time off 401(k) plan with employer match Health and dental insurance Closed on Sundays State-of-the-art facility Employee discounts on vehicles and more RequiredPreferredJob Industries Customer Service

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Job Description American Commercial Bank & Trust, NA Commercial Banking Associate - ON SITE in Schaumburg, IL American Commercial Bank & Trust is currently seeking well-organized and client-focused candidates for our Commercial Banking Associate position, which is located in our Schaumburg, IL Office. The primary responsibility of the Commercial Banking Associate (CBA) is to provide a high level of service to Bank clients, prospects, and internal associates. This customer service role works in tandem with Commercial Loan Officers to compile and prepare loan presentation summaries in a timely and accurate manner. This individual will be responsible for processing approved loan requests from inception to closing, maintaining exception-free credit files, and managing a growing portfolio of loan and deposit clientele. Key job duties and responsibilities include the following: Acts as a liaison between Lenders, Clients and third parties to obtain and maintain documents required for new and existing loan underwriting and depository relationships. Reviews documents which support underwriting such as organizational documents, title commitments, financial statements, appraisals, and construction draw documentation. Support the Lending Officer(s) in monitoring HMDA and CRA reporting. Maintain knowledge of the Bank's Loan Policy to ensure accuracy of loan presentations and of documentation. Facilitate loan documentation and coordinate and conduct loan closings. Open business accounts and review daily account activity reports. Manage financial and collateral exceptions of assigned portfolio within bank standards. Generate deposit account documentation and maintain knowledge of Treasury Management services. Other projects and duties as assigned, including ongoing training and learning. Education and Experience: Seeking 3+ years of prior experience with processing and closing commercial loans for middle market clients, and high level of client interaction. Bachelor's degree in business preferred. Will also consider more years of experience with processing and closing commercial loans in lieu of bachelor's degree. Skills and Abilities: Ability to prioritize competing tasks and exhibit strong written and verbal communication skills. Attention to detail and strong organizational skills. High level of responsiveness and follow-through with both internal and external customers. Strong problem-solving abilities and resourcefulness in finding solutions and answering challenges. Strong working knowledge of Microsoft Suite; experience in the FIS Horizon banking platform and Baker Hill preferred. American Commercial Bank & Trust is an Equal Opportunity Employer (Protected Veterans, and Individuals with Disabilities). A comprehensive benefits package offered for Full-time positions, including medical, dental and vision coverage, Life/STD/LTD plans, Flexible Spending Account, H.S.A., 401k with company match, ESOP, paid vacation, sick time, and holidays. For more information on our branch locations, visit us online at: **************** Candidates will be required to submit to a background check when presented with a conditional offer of employment.

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.

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience

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

Replies within 24 hours Benefits: Competitive salary Opportunity for advancement Training & development Job Title: Bilingual Spanish Sales and Service Representative Join the Winning Team with Manuel Torres! Are you ready to be part of a dynamic team that values both hard work and fun? Manuel Torres, a State Farm Chairman's Circle Agent and Great Lakes Leader Club Agent, is looking for a Bilingual Spanish Sales and Service Representative to join his amazing crew in Waukegan! About Manuel: Since 2001, Manuel has been dedicated to providing exceptional service and support to his clients. With a passion for helping people and a commitment to excellence, he's not just an agent-he's an ambassador of trust and reliability. He has also earned the prestigious Ambassador Travel award, proving that he knows how to take care of business (and have a good time)! What You'll Do: Connect with clients in both Spanish and English to provide top-notch service. Help customers understand their insurance needs and find the right solutions. Be the friendly face of our agency, creating lasting relationships in the community. Collaborate with a supportive team that celebrates every success-big or small! What We're Looking For: Bilingual in Spanish and English-your language skills are key! A knack for sales and a passion for customer service. A positive attitude and a willingness to learn and grow. Previous experience in sales or customer service is a plus, but not required! Why Join Us? Be part of a successful team with a leader who values your contribution. Enjoy a fun, collaborative work environment where your ideas are welcomed. Opportunities for career advancement and professional development. Competitive salary and benefits-because we believe in rewarding hard work! Ready to take your career to the next level with a top-tier agent? If you're enthusiastic, motivated, and ready to make a difference in people's lives, we want to hear from you! Join Manuel's Team and Help Shape the Future-One Conversation at a Time! Compensation: $17.00 - $19.00 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.

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

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.

The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement: This position is scheduled for an onsite presence at the Randall Road Branch in Illinois. Schedule: * This position requires working a standard 40 hour week during Branch hours of operations * Monday - Thursday 8:15am - 5:45pm * Friday 8:00am - 6:15pm * Rotating Saturdays 8:15am - 1:15pm * Employees work every other Saturday and receive a consistent day off during the week to offset their hours * Scheduled hours could change based on business need and future department growth. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: * Salary Ranges: * Financial Services Specialist I - $18.00 - $19.00/hour, dependent on experience * 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums * Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays * 401(k) with a company match * Tuition Reimbursement * Up to 12 Weeks of Paid Parental Leave * Learn more about our benefits here Essential Duties and Responsibilities Financial Services Specialist * Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs. * Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals. * Utilize outbound calling and cross-selling tools to further develop relationships with current members. * Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss. * Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union. * Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union. * Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence. * Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners. * Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service. * Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union. * Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies. * Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership. * Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change. * Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network. * Consistently meet or exceed established performance metrics, contributing to the Credit Union's goals and delivering a high standard of service. Knowledge, Skills and Abilities Financial Services Specialist: * High School Diploma or Equivalent required. * Follow proper balancing and cash handling procedures * Regular and predictable attendance * Demonstrate company core values * Ability to work scheduled hours including, weekend and overtime, when applicable * Receptiveness to accepting and applying feedback * Attention to detail * Proficiency in member service * Excellent listening skills * Clear and effective communication skills * Professional business etiquette and presentation skills, including maintaining a professional workspace * Strong sales skills with identifiable results * Critical thinking and problem-solving skills * Effective use of fraud detection and prevention techniques * Effective written and verbal communication skills * Skills in de-escalating and resolving escalating member situations * Adaptability and flexibility * Analytical skills and the ability to work independently * Math and general clerical aptitude * Ability to multitask and prioritize * Reliable and dependable * Error free typing skills with emphasis on accuracy * Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred * High School Diploma or GED Competencies * Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Physical Demands and Work Environment * May be required to remain in a stationary position for an extended period * Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage * Ability to move about inside of office area * Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure * The working arrangement for this position is onsite * Ability to safely lift, carry, and move items as required for branch operations Disclaimer * Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate. * MSUFCU is an affirmative-action, equal-opportunity employer. * To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

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.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Lake Zurich,IL $22.50 - $27.60 / hour

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.