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retirement plan consultant Wisconsin

7 retirement plan consultant jobs found

TruStage
03/30/2026  
HRIS Technology Consultant, WorkDay (Hybrid)
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...
TruStage Madison, WI Full Time
TruStage
03/16/2026  
Underwriting Specialist III (Hybrid)
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...
TruStage Madison, WI Full Time
TruStage
04/21/2026  
Data Operations Intern (Hybrid)
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.   Filene Research Institute Physical Office Denver/Cherry Creek (CO) = 3700 E Alameda Ave (Westerra Credit Union) Dallas/Keller (TX) = 6032 Innovation Way (Tarrant County...
TruStage Madison, WI Part Time
Travelers
04/08/2026  
Associate Senior Counsel
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...
Travelers Brookfield, WI Full Time
Pacific Life
03/25/2026  
Workforce Benefits Sales Consultant - Broker Distribution (Wisconsin)
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...
Pacific Life WI Full Time
M3 Insurance
02/04/2026  
Business Operations Advisor
  The Opportunity We are seeking a dynamic Business Operations Advisor to serve as a technical expert and consultant to our Client Service teams. This individual will play a pivotal role in designing and delivering training programs, supporting our insurance licensing processes, and leading system-wide technical initiatives with education and learning components. The ideal candidate will be a trusted consultant who specializes in core product lines while serving the broader organization through cross-departmental initiatives. This role requires someone who can assess training needs, develop comprehensive curriculum, and manage vendor partnerships while maintaining the highest standards of quality and efficiency. This role is instrumental in ensuring our M3ers continue to grow and develop the technical knowledge and skills necessary for success.   How You Will Make an Impact Conduct training needs assessments and develop comprehensive training programs for M3...
M3 Insurance Madison, WI Full Time
M3 Insurance
01/12/2026  
Operations Manager - Employee Benefits
  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...
M3 Insurance Wauwatosa, WI Full Time

 

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