74 Results for

Financial Representative Jobs in Green Bay, WI

Jobs

New!

Neenah, WI6 days ago

At UniFirst, we’re a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality. With a reputation for superior service and long-term customer partnerships, every uniform, product, and service we offer comes with integrity, commitment, and hard work.

New!

Neenah, WI6 days ago

Appleton, Wisconsin9 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Green Bay, WI28 days ago

$15.75–$22.25 Per Hour

As a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.

Green Bay, WI29 days ago

$15.75–$22.25 Per Hour

Appleton, WI30+ days ago

$15–$19 Per Hour

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.

Green Bay, WI30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Green Bay, Wisconsin30 days ago

$15.75–$22.25 Per Hour

Appleton, Wisconsin30+ days ago

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation.

Appleton, Wisconsin9 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Manitowoc, WI30+ days ago

A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).

Appleton, WI30+ days ago

Manitowoc, WI7 days ago

$45,000–$100,000 Per Year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Green Bay, WI28 days ago

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Appleton, WI28 days ago

Appleton, WI7 days ago

KEY ACCOUNTABILITIES: Answers phone calls that present to the inbound call center by completing a full assessment of the account including reviewing documentation, insurance coverage, charges, chart, and payments to provide customer with accurate information and perform necessary next steps to deliver first pass resolution. Demonstrates working knowledge of CPT/HCPCS codes, all facets of insurance claim filing requirements, regulations, and assigned departmental operating procedures ensuring consistency for customers.

Appleton, WI30+ days ago

Our iconic products like yearbooks, letter jackets, class jewelry and championship rings keep meaningful traditions alive and inspire millions of people to celebrate their unique stories, milestone moments and biggest accomplishments every year. Youll grow your territory by signing new business, developing prospects, and leading relationships with schools all while representing the Jostens brand with integrity and impact.

Manitowoc, WI30+ days ago

$19.15–$21.40 Per Hour

As a Member Service Representative/Teller at our Manitowoc Rapids branch, you will provide high-quality service by assisting members with their financial transactions, answering inquiries, and recommending appropriate products. Starting at $19.15-$21.40 per hour, this role requires no prior experience, making it the perfect opportunity to begin a rewarding career in financial services.

New!

Appleton, WI6 days ago

At Prospera Credit Union, we want members of all languages to feel valued and find their path to financial success by working with our Bilingual Member Service Representatives. If you're fluent in English and Spanish and have prior retail experience, we will provide the opportunity for you to put your energy, skills, and passions to work, helping our members prosper.

New!

Appleton, WI6 days ago

At Prospera Credit Union, we want members of all languages to feel valued and find their path to financial success by working with our Bilingual Member Service Representatives. We currently have an opportunity as a Full-Time Bilingual (English/Spanish) Member Service Rep (Teller) at our Ballard Location (4830 N Ballard Rd, Appleton, WI 54913): Starting Pay: Minimum of $18.50.

Green Bay, WI30+ days ago

ROLE DESCRIPTION: As an Account Representative - State Farm Agent Team Member for Jack Grable - State Farm Agency Intern, you are vital to our daily business operations and customers’ success. Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Green Bay, IL30+ days ago

Remote

Full-time

We are currently hiring Account Sales Representatives who enjoy connecting with people, providing valuable financial solutions, and working in a performance-driven environment. At Vanguard Nexus, we are expanding our team with motivated individuals who are ready to build a meaningful career while maintaining a healthy work-life balance.

Green Bay, WI30 days ago

Remote

This is a 1099 independent contractor opportunity that gives you the freedom to build your own business on your schedule, backed by a proven system, hands-on mentorship, and real growth potential. We are currently seeking a Remote Sales Representative who is coachable, motivated, and passionate about helping people make confident financial decisions.

New!

Neenah, WI6 days ago

We currently have an opportunity as a 30 hour/week Part-Time Member Service Rep (Teller) at our Neenah Location (934 S Green Bay Rd, Neenah, WI 54956): Starting Pay: Minimum of $18.50. Weekend Differential: Additional $1.00 per hour for hours worked on weekends, stackable with bilingual differential.

Green Bay30+ days ago

Remote

Responsibilities:What you will doWork in a growing, fast-paced industry as an expert resource for families on senior care options, delivering an exceptional experience aligned to our company missionTake inbound, pre-screened leads working remotely from your home office as an inside sales representative, working an assigned shift with strong schedule adherenceConduct in-depth initial consultation calls with familiesEducate families on customized senior care options, and work to find the senior living communities and home care providers that best match their needsAct as the liaison between families and senior housing communities or care providers once you successfully complete the 4 week new hire training programWhat will make you successful:Success is measured by reaching daily production benchmarks (inbound calls and outbound return calls), which consists of referring families out to communities and scheduling tours for them to ultimately drive move-ins. Together, we simplify the senior care search with free, personalized support - connecting caregivers and their loved ones to vetted providers from our network of 15,000+ senior living communities and home care agencies.

Kaukauna, Wisconsin14 days ago

Provides members with information regarding credit union products and services and refers the member to the appropriate person or department if unable to provide the member with information requested . As a Member Service Representative, you will be the face of our credit union, building connections with our members and ensuring they receive personalized assistance to meet their financial needs.

New!

Green Bay, WI6 days ago

This role is responsible for counseling patients on financial options, establishing payment arrangements in accordance with clinic credit and collection policies, and maintaining positive, respectful relationships while supporting the clinic's revenue cycle. Counsel patients regarding outstanding balances and available financial arrangements, explaining clinic policies and payment options clearly and compassionately to support patient understanding and satisfaction.

New!

Appleton, WI2 days ago

Remote

As a TeleSales Representative, you’ll play an important role in helping clients secure their financial future through personalized life insurance solutions. If you’re excited about sales, motivated by success, and passionate about helping clients protect their financial future, we’d love to hear from you.

Appleton, WI30+ days ago

$15–$20.28 Per Hour

We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law.

Appleton, WI30+ days ago

$15–$21.10 Per Hour

Shawano, WI30+ days ago

Programs include company and industry training curricula, support for formal education through the Tuition Reimbursement Program (Non-Union), and a Learning Management System that supports and enhances employee skills at all levels of the organization. Novolex is a leading manufacturer of food, beverage, and specialty packaging that supports multiple industries including foodservice, restaurant delivery and carryout, food processing, grocery and retail, and industrial sectors.

New!

Appleton, WI4 days ago

$16–$21.10 Per Hour

New!

Green Bay, WI4 days ago

Full-time

Maintains product knowledge in order to cross-sell bank products by answering inquiries, informing customers of new services and product promotions, determining customer needs, and referring customers to other departments as necessary. Performs routine office and customer service duties; greets customers, accepts deposits, disburses funds, and other transactions as requested.

Appleton, Wisconsin30+ days ago

Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First.

Appleton, Wisconsin9 days ago

Utilize MRC Global systems/software to create quotes, locate available products/materials, process customers’ orders, create vendor purchase orders (PO), and perform other tasks related to customer needs. Service next-level customer needs, including orders involving externally sourced labor, return material authorizations (RMA), purchase order changes, and orders involving special invoicing needs.

De Pere, WI30+ days ago

Sit - Frequently • Stand - Occasionally • Walk - Occasionally • Drive - Rarely • Climb Stairs - Rarely • Bend Neck - Frequently • Gross Manipulation HandsArms - Constantly • Squat - Rarely • TwistTurn Neck - Occasionally • TwistTurnWaist - Occasionally • LiftCarry 0-10 lbs. - Rarely • Reach Above shoulder level - Rarely • Reach Below shoulder level - Constantly • Simple Grasping HandsArms - Constantly • Fine Manipulation HandsArms - Constantly • Gross Manipulation HandsArms - Constantly.

Appleton, WI20 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

Appleton, WI20 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Appleton, WI29 days ago

Our Route Sales Representatives are responsible for delivering, selling, and merchandising FritoLay's complete line of products including Lay's, Doritos, Cheetos, Tostitos, Fritos, and many more to local stores including gas stations, dollar stores, and large grocery stores. As a Route Sales Representative, you drive a FritoLay truck to different stores, work independently to unload orders, merchandise product, and partner with store managers to increase sales, order, and maintain records throughout the day.

Manitowoc, WI20 days ago

$17.45–$19.50 Per Hour

If you're looking to build a rewarding career in customer service and financial services, this role provides the training, support, and growth opportunities to help you succeed while making a meaningful impact on our members' financial well-being. You will also identify opportunities to recommend products and services that meet members' needs, collaborate with team members to achieve service goals, and participate in ongoing training and development to enhance the overall member experience.

Kimberly, Wisconsin30+ days ago

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting members on the telephone and/or in person, providing a broad range of Credit Union information using a consultative approach, performing basic transactions (transfers, inquires), and making referrals to the appropriate individual in a professional and efficient manner. Ability to read, write, and comprehend detailed and sometimes technical instructions, correspondence, and memos; and ability to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.

Neenah, WI30+ days ago

Job CategorySelect a Job CategoryAccountingAccounting/Finance/InsuranceAdministrativeCustomer ServiceEngineeringEquipment and Facilities MaintenanceInformation TechnologyMaintenanceManagementMarketingProductionPurchasingSalesServiceService ManagementTransportation. At UniFirst, we're a global leader in uniform rental and facility service solutions for businesses across industries - from manufacturing and food processing to healthcare and hospitality.

Appleton, WI14 days ago

$17.66–$26.48 Per Hour

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Deliver Sales & Retention Results through Providing Exceptional Customer Service: Exceed or Meet Monthly Sales Goals of Strategic Products such as but not limited to, Voice, High Speed Data, TV , Mobile, and Internet Content Product Offerings through face to face and over the phone interactions.

New!

Neenah, WI4 days ago

We were included in the top 10 of Selling Power magazine's "Best Companies to Sell For" list and recognized on Forbes magazine's "Platinum 400 - Best Big Companies" list. As a Customer Development Representative, you will leverage warm relationships with existing customers to increase overall organic growth and profitability by selling additional products and services.

New!

Green Bay, WI2 days ago

Demonstrated comprehension of real estate deal financials, pro forma financial model for new stores, and critical analytical framework to make effective real estate decisions . Partner closely with store planning and design team and construction manager to assist in obtaining timely governmental approvals, meet opening delivery dates, and coordinate with landlords when needed .

Manitowoc, WI30+ days ago

$80,000–$100,000 Per Year

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you'll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Manitowoc, WI30+ days ago

$70,000–$100,000 Per Year

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS''s voice, data, and television services within your assigned territory.

Appleton, WI19 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you'll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Appleton, WI26 days ago

The Patient Service Representative (PSR) role at Prevea Health is responsible for welcoming, registering, and scheduling patients and/or visitors in a friendly and positive manner. The Patient Service Representative (PSR) is responsible for creating a positive first impression for anyone who uses Prevea Health services, whether over the phone, in person, or through MyPrevea.

Neenah, Wisconsin30+ days ago

Special accounts support: provide specialized support to teams managing fiduciary, estate, power of attorney, and trust accounts, ensuring compliance with all relevant regulations, including business and complex accounts. Drawing on your empathy, accuracy, and expertise, you’ll serve as the primary point of contact for complex accounts, ensuring proper documentation, and providing expert guidance to both members and employees.

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Financial Representative Jobs in Green Bay, WI

Entry Level Sales Representative UniFirst

Outside Sales Representative - Appleton, WI UniFirst

College Financial Representative, Internship Program Northwestern Mutual

Financial Service Representative Heights Finance Corporation

Financial Service Representative CURO Group Holdings Corp

Financial Services Representative World Acceptance Corporation

Financial Services Representative - State Farm Agent Team Member Tiona Petrouske - State Farm Agent

Financial Service Representative Attain Finance

Financial Services Representative World Finance

Financial Advisor Northwestern Mutual

Team-Based Financial Advisor - Apex Financial Group Thrivent Financial for Lutherans

Team Based Financial Advisor - Apex Financial Group Thrivent Financial for Lutherans

Financial Advisor Edward D Jones & Co LP

Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI Magellan Health Inc

Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI Magellan Health Inc

Customer Service Representative ThedaCare Inc

Independent Sales Representative - Appleton, WI Jostens Inc

Teller/Member Service Representative Kohler Credit Union

Bilingual (English/Spanish) Member Service Representative Part-Time Prospera Credit Union

Bilingual (English/Spanish) Member Service Representative Full Time Prospera Credit Union

Account Representative - State Farm Agent Team Member Jack Grable - State Farm Agency Intern

Account Sales Representative (Remote) Vanguard Nexus

Remote Sales Representative Reineke Agency

30 hours/week Member Service Representative - Neenah Prospera Credit Union

Inbound Sales Representative (Remote/Central Time) A Place for Mom Inc

Member Service Representative CoVantage Credit Union

Patient Account Representative - Business Office Prevea Health Services Inc

TeleSales Representative -Remote InsuraTec

Customer Service Representative - Patient Registration R1 RCM Inc

Part Time Patient Customer Service Representative R1 RCM Inc

Representative I Customer Service Pactiv Evergreen Inc

Patient Registration - Customer Service Representative R1 RCM Inc

Customer Service Representative (Teller) - Green Bay Range Bank

Member Service Representative Community First Credit Union

Sales & Service Representative MRC Global US

Youth Apprentice High School Junior & Seniors Patient Service Representative - Behavioral Care at East De Pere Site Prevea Health Services Inc

Entry Level Sales Representative TDS Telecom

Sr Direct Sales Representative TDS Telecom

Route Sales Representative Frito-Lay Inc

Contact Center - Member Service Representative Kohler Credit Union

Contact Center Representative Capital Credit Union

Outside Sales Representative UniFirst Corp

Consumer Sales Representative-Retail TDS Telecom

Customer Development Representative UniFirst Corp

Real Estate Representative - Green Bay, WI Shopko Optical

Senior Direct Sales Representative (Door to Door) TDS Telecommunications LLC

Entry Level Sales Representative TDS Telecommunications LLC

Sr Direct Sales Representative TDS Telecommunications LLC

Patient Service Representative - part-time Grand Chute Prevea Health Services Inc

Decedent and Special Accounts Representative Community First Credit Union

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