28 financial consultant jobs found

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 serves as a key member of the Lending Programs team, supporting the execution of strategies that increase partner engagement and build staff confidence. As a subject matter expert for Lending Programs, the role collaborates closely with lending stakeholders to ensure alignment, awareness, and adoption of program initiatives. In support of Lending...

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 in the direction of the business Leader, this role is responsible for the planning and execution of retention and optimization activities with sales into the credit union marketplace. This position will lead the functional initiatives from initiation through implementation and stabilization by collaborating with business partners to define...

You'll lead and create quality cohort-based training solutions that focus on the development, enablement and delivery of newer agent start-up promotions and training designed to implement the formulation and execution of key business initiatives. Consult, collaborate, and educate on agency business processes, activities, operations and skills to onboard and grow the agency. Partner with other stakeholders and infuse overall best practices for specific nuanced situations and regular agency matters to optimize results. You will report to the Senior Manager, Agent Implementation. Position Compensation Range: $88,000.00 - $145,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities Developing and leading cohort-based training facilitation solutions to meet the business needs Providing recommendations and insights Supporting...

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 Claims Consultant- Transportation to join our growing team . This role acts as a st rategic partner and risk advisor for all clients and service teams through 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 Job Purpose: The Lead, Learning & Development Consultant oversees the delivery of learning solutions and programs for their assigned BU(s).  They sit within the L&D Center of Excellence and dotted line report to the business unit. They provide strategic direction, vision, and recommend learning solutions to support their BUs strategy. They are responsible for learning needs...

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....

The HR Business Partner provides support and guidance to Sentry managers and associates across a range of areas such as talent acquisition and associate relations. What You'll Do As an HR Business Partner, you will: Execute the entire recruitment cycle for assigned positions from the requisition process, the presentation of candidates, and pre-hire screens to final offer letter.  Source active candidates from online databases, contact lists, internal databases and employee referrals. Source passive candidates through networking, cold calling, internet searches and research. Coordinate the employee exit process, conduct exit interviews, and provide critical information and input into termination decisions.  Coordinate the termination process involving HR Business Consultant, associate relations management and manager and as needed corporate security.  Serve as a point of contact for terminated associates. Review initial complaints, conduct investigations, and...

Position Title Branch Banking Client Consultant II   Location Mountain, WI 54149   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   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...

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 Employee Benefits Consultant to join our growing team in Milwaukee, WI . How You Will Contribute Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail. Partner with team leader to lead client meetings and presentations, and onboard new clients.  Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate Work with team to develop reporting requirements and any deviations or customizations in those reports. Participate in market meetings, client functions, industry seminars and...

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 Sr. Employee Benefits Consultant to join our growing team in Milwaukee, WI . How You Will Contribute Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to team lead and clients with analysis of activity and large claim detail. Partner with team leader to lead client meetings and presentations, and onboard new clients.  Provide guidance and training to Account Managers and Analyst, Delegate tasks, training, and onboarding to specialist as appropriate Work with team to develop reporting requirements and any deviations or customizations in those reports. Participate in market meetings, client functions, industry seminars...

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...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Standard has completed the acquisition of the Employer Voluntary Benefits business from Allstate. This deal enhances our competitive position in the market with a comprehensive offering of workplace benefits products and capabilities. Job Summary Our Voluntary Benefits Division is growing! The Sr. E mployee Benefits Consultant is responsible for top line premium...

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. Based on qualifications and experience,...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: QBE is seeking an experienced Information Security Consultant to lead transformational change in cyber and information security risk management across our North America operations. In this role, you will conduct comprehensive security assessments, identify and mitigate current and emerging risks, and recommend effective short- and long-term security controls. You will collaborate closely with application development, infrastructure, and internal security teams, as well as global partners, to ensure the protection of QBE’s systems and data from sophisticated cyber threats. The ideal candidate will bring deep technical expertise, a proactive and innovative mindset, and the ability to deliver strategic insights that address root-cause issues, ensure compliance, reduce risk, and drive meaningful business outcomes in a fast-paced, collaborative environment. Location: Flexible on location...

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 role is needed to support modernization of Finance & Actuarial functions This position is responsible for driving implementation of process improvements and solutions to further optimize Corporate Finance & Actuarial functions This individual will work to collaborate with the Corporate Finance leadership team and various other key stakeholders to align...

You’ll lead teams responsible for creating & executing learning strategies for our associates in our Commercial Lines, Personal Lines, and Customer Service & Operations business units. We believe learning and development is essential to individual and organizational growth and fully understand that it doesn’t just happen by accident. In fact, it requires a strong strategic plan partnered with individuals and leaders who understand the complexities of performance-based learning. Is that you? Do you have the experience and desire to work collaboratively to assess, plan, design, implement and evaluate performance-based learning and development initiatives? As the Associate Director of Learning, you’ll be part of the SentryU team, whose mission is to build capabilities, connections, culture, and commitment for all associates at Sentry, and have the opportunity to make a positive difference for others every day. What You'll Do As an Associate Director – Learning, you...

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 CMFG Life Insurance Company, dba TruStage, is seeking a Senior Analyst (Analyst V) to work as technical analytics lead on a medium to large size projects. This is a hybrid position reporting to the Madison, WI headquarters and individuals are expected to work in the office several days a month. The Senior Analyst (Analyst V) operates autonomously, performing a crucial role in...

This position works with the business to embrace new technologies and GenAI capabilities that make a meaningful impact to our customers, and how we connect with them. Projects can span from large, multi-team initiatives to individual discovery work. As part of the enterprise data science team, we work with and support all areas of the business (Claims, Product, Risk Management, Contact Centers, etc.), developing holistic solutions that leverage new concepts (e.g Agentic AI) into Production systems, combining the best of third-party vendors with in-house capabilities, and contributing to the community of data science practitioners through papers, conferences, talks, and academic partnerships like the Data Science Institute with UW. The role requires a focus on innovation and market awareness, ensuring our work is informed by current trends and offerings in the industry. This role is not approved for sponsorship now or in the future. Position Compensation Range: $131,000.00 -...

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 drives the identification and implementation of Customer Operations improvement opportunities to help achieve its long-term strategic goals. This position is responsible for driving the execution of high-impact and visible initiatives across Customer Operations and solves complex problems by identifying innovative solutions. Uses and coaches the agile...

We are adding a Talent Development & Engagement Partner to our team! 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 employees to get involved, learn, network, and offer professional and personal development...