25 financial advisor jobs found

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Senior Claims Consultant with Transportation experience to join our growing team. This role is a strategic partner and risk advisor for all clients and service teams through a high level of service and analysis of claims data...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose:   This position is responsible for the successful execution of account and territory strategies for assigned broker dealers distributing TruStage Annuities. This includes acquisition, optimization and retention of business. Provide strategic support to wholesalers to enhance their efforts of F2F product distribution through affiliated representatives and external...

**This position is located in Wisconsin  Role, Function & Position Summary   Under the direction of the CEO and in partnership with the executive leadership team, the Chief Technology Officer (CTO) is responsible for defining and executing the agency's enterprise technology, AI, digital transformations and data strategy. This role is accountable for aligning technology investments with business outcomes, with a specific focus on deploying AI-driven capabilities, strengthening the agency's cybersecurity posture, and driving measurable improvements in operational efficiency, client experience, and revenue per FTE.   Major Accountabilities Enterprise Technology Strategy & Leadership  Define and execute a multi-year enterprise technology roadmap aligned with agency growth and scalability objectives.   Serve as a strategic advisor to the CEO and executive leadership team on technology investments and priorities.   Establish technology as a...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition This position drives operationalization of the Strategic Vendor Governance office framework and ensures disciplined governance, proactive issue management and continuous value realization across TruStage's most strategic service providers. Job Purpose:   This position drives day‑to‑day execution of the enterprise Strategic Vendor Governance (SVG) office.  This role executes the...

Summary The Jeweler Solutions Manager serves as the operational owner of assigned programs, responsible for monitoring program performance, maintaining profitability, and ensuring overall program health. This role manages the day-to-day execution and performance of programs while identifying opportunities to improve operational efficiency, customer experience, and financial results. The position works closely with P&L leadership, Product Management, Relationship Management, Legal, and Sales to evaluate program performance trends and coordinate adjustments needed to support program sustainability and growth. The role provides indirect leadership by coordinating cross-functional efforts and driving program initiatives that support overall business objectives. The Jeweler Solutions Manager plays a key role in ensuring programs remain competitive, financially sound, and operationally effective. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting...

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.    Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   nearly $ 5B in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win   Job Summary:   The Sr. Employee Benefits Account Executive   is responsible for   retaining   and expanding client relationships, improving   the client   experience by   demonstrating   expertise   as a professional insurance advisor, and   facilitating   the sales cycle of...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Summary As a lead engineer, you will define strategies for enterprise-wide on-premise, and cloud computing architecture, driving innovation and efficiency. You will lead projects that shape the future of scalable on-premise, hybrid-cloud and cloud-native systems. A lead systems engineer provides strategic leadership and technical direction for the systems engineering team....

Summary Jeweler Mutual's HR Internship is designed to provide professional, real world experience! This internship will provide hands-on experience with HR systems and operations, HR data management and system implementations, develop business process documentation skills, participate in enterprise change management initiatives, and learn about benefits, compliance, employee records, and HR policy administration. This position is required to be hybrid (mostly in-office, opportunity for remote days) based out of our Neenah, WI headquarters. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position has responsibility for compliance with tax laws and/or implementing tax planning strategies. The incumbent will operate with a reasonable degree of autonomy in their discharge of duties performing, organizing, supervising and controlling tax processes and work product. Analyst Helps implement solutions by reviewing data, determining the requirements...

Summary The Claims & Survey Coordinator provides administrative and operational support for the General Agency's survey and claims functions. This position coordinates insurance surveys, tracks survey requirements and recommendations, maintains survey records, monitors claims activity, and serves as a liaison with vendors, carriers, adjusters, and internal stakeholders. The role ensures the timely collection, organization, and reporting of survey and claims information while supporting efficient agency operations.   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our jeweler partners. The Account Manager is responsible for developing personalized approaches to drive results across the entire suite of solutions offered to the jeweler from Jewelers Mutual. This includes insurance referral programs, care plan, shipping solution, appraisal solution, asset protection, and any new solutions that are developed. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry...

Summary: Our Personal Lines Policy Specialist reviews data and correspondence for new submissions and existing policies by verifying information is accurate and complete. Processes changes and updates to the policy according to company policies and procedures. Consistently meets expectations for quality, accuracy, and timeliness.    Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for...

Summary: The Personal Lines (PL) Claims Examiner is responsible for handling claims inclusive of jewelry and other products from our personal lines customers located in the United States and Canada. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence. We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our...

We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our large scale jeweler partners. The Key Account Manager is responsible for developing personalized approaches to drive results across the entire portfolio of jeweler offerings; insurance referral programs, care plan, asset protection, shipping solution, and all other programs. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With...

Summary: The Logistics Customer Service Representative (CSR) I is responsible for taking inbound & placing outbound customer phone calls for our Jewelers Mutual Shipping Solution product.  This is done by supporting clients’ needs and inquiries and carrying out the operational tasks necessary to deliver logistic services strictly in accordance with the company’s security protocols as outlined in standard operating procedures. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the...

Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar). Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted...

Summary: Customer Care Agents respond to inquiries from prospective policyholders and provide personal jewelry insurance quotes and coverage over the phone (inbound and outbound calls) in our contact center. Customer Care Agents also use digital communications to correspond with new and prospective policyholders.  Anticipated start date: August 31, 2026 Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new...

Summary: Responsible for adjudicating PL, CL, Shipping and CarePlan claims as assigned.  The claims specialist also assists with administrative duties for the department, helping the team effectively negotiate and resolve claims in a timely manner and in accordance with established good faith handling procedures.     Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence....

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our partners. The Key Account Manager is responsible for strategizing personalized approaches to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer performance. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by...