- Thrivent Financial (Neenah, WI)
- …supporting insurance related tasks, and other administrative tasks as assigned. The Insurance Licensed Client Services Representative reports to and is ... Summary This position provides insurance licensed administrative support to Apex...position serves as a resource to Financial Advisors and client /members in handling, researching and communicating inquiries regarding their… more
- Bankers Life (Oshkosh, WI)
- Licensed Agent Insurance Representative Location: Oshkosh, WI, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers ... is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a...Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish… more
- JPMorgan Chase (Green Bay, WI)
- …Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Wipfli LLP (Green Bay, WI)
- …+ Prior experience with pass-through entities and partnerships + Experience managing multiple client engagements and client service teams and managing timely ... returns and understanding of Sub-chapter K partnership taxation, is required + Exceptional client service and communication skills with a demonstrated ability to… more
- Thrivent Financial (Appleton, WI)
- …to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and ... guiding Christians on their journeys to financial clarity, empowering lives of service and faith. + Provide personal, actionable and achievable advice and connect… more
- Bankers Life (Oshkosh, WI)
- …Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping ... Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base by growing relationships with your network, establish and maintain strong… more
- AECOM (Green Bay, WI)
- …US and global well-being programs, employee assistance program, business travel insurance , service recognition awards, retirement savings plan, and employee ... fee estimates, assist with technical proposal preparation, and participate in client presentations. + Work within a project team environment, interfacing and… more