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Brokerage Service Representative Jobs in Wisconsin

20 jobs

SII Investments, Inc® (SII) has an opening for a Brokerage Services Representative . SII is a full-service broker/dealer serving independent financial advisors nationwide. SII is responsible for facilitating trades and supervising the activities of its members. In addition to supervision, SII offers its registered representatives the support, technology and resources they need to provide their cli...

Job Title : Brokerage & Alliances Representative Job ID : 08940 Division : Reins/B&A Ins Solutions Work Location(s) : Wisconsin-Madison Full/Part Time: Full-Time Primary Accountabilities Policy Placement Support (50%) Supports and works closely with B&A staff on the placement of new business and in retaining current business. Electronically documents all work according to prescribed pr...

Are you an Insurance Customer Service Professional looking for a new career? Have you worked for a group health insurance company such as Humana, MetLife, Assurant or Aflac? If so, Manpower has work for you. Manpower has a part time position in health insurance and employee benefit service with a dynamic, yet relaxed, work environment with an established, independent employee benefit brokerage. T...

National Planning Holdings, Inc. (NPH) has an opening for a Commissions Customer Service Representative . NPH is one of the largest independent broker-dealer networks in the United States. NPH is an affiliate of Jackson National Life Insurance Company® (“Jackson®”). Jackson provides various annuity and institutional products available for purchase through the broker-dealers, as well as the stabil...

Description Every so often it’s worth taking the time to evaluate information on new opportunities. That time has arrived. At MetLife Resources, a division of the Metropolitan Life Insurance Company, you’ll enjoy an unrivaled market opportunity of gaining new clients by leveraging our long-standing employer relationships in an established market while enjoying the autonomy of growing a practice....

Position Details Prior experience working within a sales and/or service environment supporting insurance agents is preferred . Position Objective This position is responsible for supporting placement of insurance products with brokerage and alliance partners. Processes sales and service transactions, handles emails and phone correspondence, performs administrative tasks related to policy placem...

Description As a Product Support Representative on our Trading Support Team, you will be responsible for researching and resolving inquires related to the trading platform. In addition, you will be responsible for following our Incident Management Protocol when we have a system issue or interruption in service. You will also support the business and system functionality for the following product ...

Product Support Representative - JREQ035009 Description As a Product Support Representative on our Trading Support Team, you will be responsible for researching and resolving inquires related to the trading platform. In addition, you will be responsible for following our Incident Management Protocol when we have a system issue or interruption in service. You will also support the business and sy...

Job Description GENCO is awholly owned subsidiary of FedEx, is the recognized leader in product life-cycle and reverse logistics solutions designed to maximize value and reduce costs. GENCO operates over 130 value-added warehouse locations, comprising 38 million square feet, and manages %241.5 billion in freight annually throughout North America. GENCO's diverse range of customers includes many F...

Come join an organization that makes a difference in people’s lives. As an employee of Thrivent Financial, you will be part of an incredible and stable organization. Thrivent Financial is a unique organization focused on guiding members to be wise with their money and live generous lives. We are the organization of choice for over 2 million members delivering on promises for over 100 years. As a F...

Support the development, implementation, and maintenance for all claim aspects of the broker account relationships with prospects, agent/brokers, policyholders, and department. Participate in service capabilities presentations, customer implementation meetings, and on-site claim review meetings. Create claim implementation processes and marketing/training materials for clients. Respond to customer...

Job Description About Aon Aon plc (NYSE: AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Aon Global Risk Consulting: Aon Global Risk Consulting, with more than 1500 professionals in over 30 countries, provides integrated risk solutions for our clients’ complex property and casualty related...

SUMMARY : Under limited supervision, provide financial planning support for Baird Financial Advisors across the country. Duties include collecting and reviewing data provided by Financial Advisors and creating plans using firm standard tools. May occasionally participate in client meetings or conference calls to help present results. Will provide support to advisors learning to use our standard f...

SUMMARY : Under limited supervision and on own initiative, provide financial planning expertise and support for Baird Financial Advisors . Duties include collecting data from clients, creating plans using firm standard tools, and assisting in presenting plan results. Also serve as a technical expert on a wide variety of planning issues. Must be able to work as part of a team that is geographicall...

Work Location: La Crosse, Wisconsin, United States We are seeking an uncommon professional to join our team as a Financial Service Representative . Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit union staff by conducting regular staff trai...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investm...

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investme...

JOB SUMMARY This position is responsible for managing customer services provided in the bank, including retail banking, trust and brokerage referrals, retail mortgage and consumer lending. Directs activities of the personal bankers and other administrative staff to ensure complete and efficient customer service. Ensures that customer services are provided, including opening accounts, providing cu...

Personal Banker 2 NMLS - Howell ( 40 hrs )-150009904 At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualifi...

Job Description About Aon Aon plc (NYSE: AON) is the leading global provider of risk management, insurance and reinsurance brokerage, and human resources solutions and outsourcing services. Through its more than 61,000 colleagues worldwide, Aon unites to empower results for clients in over 120 countries via innovative and effective risk and people solutions and through industry-leading glob...