33 financial consultant jobs found

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...

You will engage the enterprise in activities related to the execution, development, facilitation, administration, and presentation of transformation efforts (digital, operational, functional, cross-functional and integration/separation); taking a collaborative approach to drive results and create long-term value for the business. Reporting to the Transformation Director, you will drive necessary connectivity between planning, prioritization, and funding across strategy, profit and growth plan, discretionary work, and budgeting.  Ensure alignment with strategy, leadership, work streams, and reporting while providing leadership, follow-up, adaptation, insights and conflict resolution. Ensure the organization is transforming and integrating the right capabilities, processes, people strategies, and organizational constructs to achieve transformation outcomes and enable our strategy.  In this flex office/home role, you will be expected to work a minimum of 10 days per month from...

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. The Lead Corporate Compliance Specialist sits on the Home Business Compliance Team and is integral to ensuring compliance across four subsidiaries, proactively managing regulatory risk, and supporting strategic business objectives. This role directly impacts our ability to meet legal and regulatory requirements, mitigate risk, and maintain operational excellence. You will monitor compliance with state and federal laws and regulations, corporate policies, and ethical standards. You will advise, consult and mentor on the most complex and sensitive or high-profile market conduct exams and other regulatory inquiries. You will provide expert level guidance to business units in assessing business policies and procedures for gaps that may expose the company to...

Position Compensation Range: $62,000.00 - $103,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. The Privacy Consultant is responsible for supporting the development, implementation, maintenance, and adherence to the organization's privacy program in collaboration with legal counsel and management, key departments, and committees to ensure organization has and maintains appropriate privacy and confidentiality consent, authorization forms, and information notices and materials reflecting current organization and legal practices and requirements. You will directly support AmFam Group’s enterprise strategy by ensuring compliance with evolving state and federal privacy requirements while enabling responsible data use across the organization. You will provide operational privacy expertise and support that allows business partners to execute strategic...

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:   This position is responsible for the ongoing development, improvement, support, maintenance and configuration of our cloud-based Human Resource Information System (HRIS). This person works with business units across the enterprise, Subject Matter Experts (SMEs), and HR areas to ensure the HRIS meets the needs of the enterprise as efficiently as possible.  The role is...

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...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Risk Solutions team is currently seeking a Senior Risk Solutions/Loss Control Consultant , preferably in the Southern Wisconsin region. This is a full-time, exempt role. Position is eligible for a fully remote arrangement.    POSITION OVERVIEW: Conducts high level technical evaluations and loss analysis of more complex prospective or existing policyholders in a consultative manner. Identifies and analyzes exposures and controls. Delivers consultative and technical services to policyholders. Develops and delivers service strategies in collaboration with underwriting and agency partners to insureds.    IN THIS ROLE, YOU WILL: Conduct field surveys on prospect 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: The Specialist III, Operations Underwriting provides technical expertise to credit unions by servicing commercial property and casualty coverage requests including referrals from Operations Underwriting Specialist I’s when needed and acts as an insurance consultant to both internal and external customers.  The Operations Underwriting Specialist III utilizes...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Litigation Consultant | Auto | Remote PRIMARY PURPOSE : To address and handle high end cases with serious injuries, complex coverage scenarios and legal inquiries or disputes; to develop a strategy to bring a case to satisfactory resolution. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Reviews/acts on reports/forms; responds to inquiries; seeks legal opinion and early resolution; and communicates resolution to appropriate parties. Handles high end cases...

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 :...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Enterprise Project/Program Management Lead Consultant is accountable for independently leading all aspects of multiple complex programs or projects with a high level of risk, organizational span, business complexity, team size, and interdependencies. Projects may be across multiple functional areas and are of strategic importance to the organization. Key Responsibilities Motivates others to share in project challenges and inspires them to achieve project goals while constructively evaluating their performance. Delivers project communication on complicated projects and issues in an easily...

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...

Position Title Branch Banking Client Consultant II - Float   Location Gillett, WI 54124   Job Summary A Branch Banking-Client Consultant II- Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. 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...

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....

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...

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 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 Title: Data Operations Intern Job Location: Hybrid (at least two days/week in-office), for those based in Denver, CO; Dallas, TX; or Madison, WI. Willing to consider fully remote for the right candidate. Start Date: Ideally April/May 2026. Part-time hours (15-20 hours/week) during the academic year, with full-time hours available during the summer months. Role is planned...

Reporting to the Marketing VP, You will be responsible for driving business growth by developing and executing a powerful brand, advertising and media strategy- bringing strong P&L sensibility and general management capability to prioritize investments, set performance expectations and drive results. You will leverage brand marketing and agency management expertise to deliver integrated campaigns with excellence. You will collaborate with leaders across the enterprise to strategically plan, direct and integrate the brand, advertising and media approaches to reinforce the position of American Family Insurance. Position Compensation Range: $131,000.00 - $220,000.00 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 •You will drive brand awareness and consideration through strategic planning and execution of integrated brand...