13 sales consultant jobs found

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Empower Possibility. Protect What Matters. Build a Career You’re Proud Of. As an Allstate Sales Consultant, you’ll do more than sell insurance — you’ll help customers protect what matters most while building a career with purpose, backed by a Fortune 100 brand. In this role, you’ll play a key role in driving local sales growth through proactive prospecting, lead generation, networking, and relationship building within your community and surrounding areas. Y ou’ll identify gaps in home and auto insurance plans,...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Please note: The territory for this role includes Northern Illinois and Wisconsin. The individual will not be required to live in the Milwaukee area. A DAY IN THE LIFE of a Entrepreneurial Agent (EA) Development Specialist The Auto Club Group is seeking prospective Entrepreneurial Agent (EA) Development Specialist who will serve as a business consultant and partner by providing tactical and strategic support to Entrepreneurial Agents (EA) in the assigned geography. Operate as a subject matter expert by becoming well versed on all components of the Connected Member Vision and product/sales knowledge.  Assist assigned EAs in the development and implementation of agency business goals.  Own and be accountable for agency success/retention and agent productivity and...

Commercial Property Underwriter is a technical property consultant and provides guidance to improve underwriting skills across business units to help achieve growth and profitability. Sentry Insurance is seeking a highly-skilled and experienced commercial lines products professional to support the strategic operations of Sentry's Business Products. This subject matter expert will do market research, competitor analysis and develop products that will support Sentry's business strategy, to meet annual growth and profitability objectives within our commercial lines insurance operation. You will lead the development and maintenance of products, technical underwriting guidelines, and sophisticated pricing tools across property line of business. This position would ideally be located at our Home Office in Stevens Point, WI, however, a remote option would be considered for the right candidate based on qualifications and experience. What You'll Do As a Commercial Property...

Position Title Branch Banking Client Consultant I   Location Gillett, WI 54124   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative C lient Experience :...

Position Title Branch Banking Client Consultant I   Location Mountain, WI 54149   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative C lient Experience :...

As an HR Business Consultant, you will provide a broad range of strategic human resources consulting services to business leaders. Our HR Business Consultants are thought leaders who balance business and associate needs when problem-solving and creating integrated solutions. They utilize a deep understanding of our business model to proactively translate the area’s strategies into HR solutions that best enable the business teams to meet its strategic objectives. What You'll Do As an HR Business Consultant, you will: Build strategic relationships with business leaders and develop trust and business acumen to deliver on business needs. Partner with HR centers of excellence (COE) to execute key processes related to employee relations, staffing, training, performance management, succession planning, compensation and benefits for business partners. Identify, define and recommend solutions to address the needs of the business while taking account of the broad...

Our Parent Company in Milwaukee, WI is growing and looking to add experienced professionals to our   Employee Benefits team!   This is an opportunity to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact on both clients and their employees.   These roles are ideal for individuals with a strong background in servicing and managing client relationships who enjoy collaborating with internal teams to deliver exceptional service, support compliance, and drive new business opportunities. The Employee Benefits Consultant will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities....

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

At Ansay & Associates , we are a dynamic and growing agency recognized as one of the Nation’s Best and Brightest Places to Work. As we expand our team, we’re seeking a results-driven Employee Benefits Consultant to help businesses design tailored benefit solutions while fostering long-term client relationships. What You’ll Do: ✔ Drive Business Growth – Proactively identify and engage potential clients through networking, referrals, warm and cold outreach, and industry events. ✔ Consultative Sales Approach – Utilize The Ansay Approach , our proven four-step, relationship-driven process, to uncover client needs and deliver innovative, cost-effective benefits solutions. ✔ Build & Maintain Relationships – Establish trust with decision-makers, serving as a strategic advisor on employee benefits programs. ✔ Client Retention & Advocacy – Partner with our service teams to ensure client satisfaction, acting as an advocate with insurance carriers, third-party...

Essential Duties & Responsibilities Develop, implement and manage client Service Plans with Producer and Account Management team. Meet with clients on a regular basis as determined by the client service plan. Cross-sell existing business in personal book and co-produced accounts responsible to retain. Assist with necessary marketing for preparation of bid specifications and new sales process. Assist with marketing on top accounts to verify bids meet the specifications. Assist Producer and Account Manager in pre-renewal meetings as set in the workflow procedures and accounts defined by the agency. Prepare Stewardship Report prior to pre-renewal/proposal meetings. Maintain a proactive service approach and relationship with clients. Assist Producers, Marketing and Account Manager in renewal strategy. Generate new business appointments through networking, referrals and other sources of prospecting to attract and retain new clients. Proof policies for...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...

What You’ll Do Build and grow a profitable Employee Benefits book of business through consultative, relationship-based selling Develop trusted advisor relationships with business owners, HR leaders, and executive decision-makers Prospect strategically through networking, referrals, centers of influence, and targeted outreach Deliver customized benefit strategies across medical, dental, vision, life, disability, and ancillary lines Lead client conversations around plan design, cost containment, compliance, and employee engagement Collaborate closely with internal service, analytics, and consulting teams to deliver a high-touch client experience Represent R&R in the marketplace as a knowledgeable, credible Employee Benefits expert What Sets You Apart Experience selling Employee Benefits in an agency, brokerage, or consulting environment Strong sales instincts paired with a consultative, relationship-first approach Ability to communicate complex...