9 financial care officer jobs found in Milwaukee, WI

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Location Details: Milwaukee, WI Position Schedule / Shift: ·Monday - Friday 8:30 am – 6:00 pm (Possible...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Account Manager serves as the primary relationship manager for employer groups after they become Nationwide clients. While the sales team and wholesalers focus on winning new business, the Account Manager focuses on retaining existing clients, managing annual renewals, and ensuring brokers and groups receive excellent ongoing support. Primary responsibility would be working brokers to retain small business medical groups at time of reissue. Success in this role requires the ability to...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Branch Manager, you are responsible for management of the branch; leading all facets of sales, service and operations of the branch; coaching on existing processes, leading the team in achieving budgeted production goals, acquiring new consumer and business customers; initiating referrals to partners, and deepening all existing customer relationships proactively driving business inside and outside of the branch; and responsible for consistent business development and calling program. Duties & Responsibilities: Managing portfolio of high value consumer and...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Our highly trained Account Executives present specialized commercial insurance, 401K, and life insurance products that are perfectly designed for the industries we serve. You’re not just in it to win it. You want to crush it every time. Because that’s what our sales professionals do. Not just anyone has what it takes to build strong and profitable relationships. If you’re a unique performer, Sentry offers a career opportunity that soars beyond commercial insurance sales. We provide everything you need to carve out a sales career filled with success and purpose, including: High earning potential with base salary, commissions, monthly/annual incentives, plus recognition trips Outstanding benefits and a 401(k)-program matching dollar for dollar up to 8% Opportunities for professional development and growth Outstanding training and support An industry-leading line of products and services Total currently estimated projected compensation range for this...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a P&C Producer for its team in Milwaukee, WI ! The primary responsibilities of this role are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager. How You Will Contribute:   Prospect, develop, propose and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal referrals Renew existing customers every year Assist in the collection of required coverage...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   an Insurance Marketing Specialist to join our growing team in   Milwaukee, WI .        In this role, you will support the design, marketing, and placement of commercial insurance programs by partnering with internal teams and insurance carriers. You will play a key role in developing competitive program strategies, negotiating with underwriters, and delivering optimal coverage solutions that align with client needs.     How You Will Contribute:     Develop a strong understanding of client businesses, industries, and risk profiles to support insurance placement strategies Prepare and manage marketing submissions, including specifications, timelines, and carrier selection Market accounts to insurance carriers and negotiate pricing, terms, and...