Sales Jobs in Wheeling

119 positions found — Page 12

IMMEDIATE HIRE - CUSTOMER SERVICE - TRAINING PROVIDED
Salary not disclosed
Palatine 3 weeks ago
Are you looking for a customer service position where every day is a new, exciting challenge? Genesis Marketing Corporation is now hiring for a face-to-face customer service position that is best suited for outgoing and motivated individuals! OUR COMPANY Based in Chicago, IL, Genesis Marketing Corporation is a leading customer service/sales firm that represents a leading energy corporation in the Midwest.

Committed to a high standard of excellence and integrity, the success of our team members is our greatest priority.

WHAT WE DO Genesis Marketing Corporation's two main objectives are: Acquire new customers for our clients on a daily basis Provide ongoing career opportunities THE CUSTOMER SERVICE POSITION At the request of our client, Genesis Marketing Corporation is seeking customer service representatives to build relationships with qualified consumers.

The primary responsibility of the customer service position is to set up new accounts and ensure customer satisfaction.

Individuals with prior experience in a customer-related field tend to do very well at our company! Benefits of the Customer Service position: -Competitive compensation and performance bonuses -Travel opportunities to company-sponsored events -A team-oriented environment that promotes camaraderie and unity -Promotions are based on merit, not seniority -Hands-on training and mentorship Requirements for the Customer Service position: -High school diploma required, college degree preferred -Interest in working face-to-face with people -A “go-getter” mentality and a positive attitude -Desire to move up within the company
internship
Manager, Corporate Compliance
Salary not disclosed
Northfield 3 weeks ago
Job Summary The Manager, Corporate Compliance is responsible for managing assigned activities related to US Government Program Integrity and implementation with global partners, including but not limited to, Anti Bribery and Corruption Policies.

This individual interacts with Legal, Marketing, Quality, Sustainability, Sales and Support Business Partners to ensure compliance with Federal and State Regulations.

The Manager, Corporate Compliance manages a team of Compliance Specialists.

Job Description CORE JOB RESPONSIBILITIES: Provide oversight to assigned risk mitigation programs (HCP and Government Official Engagement, Commercial Sponsorships & Promotional Exhibits; Educational Grants, Fellowships, and IIS; Interactions with External Guests; Community Sponsorships).

Provide oversight to management and documentation of assigned risk mitigation programs including coordination of response, analyzing results, determining trends, and development of risk mitigation controls.

Ensure compliance with existing regulations and Federal and State Laws that govern matters related to US and Global Programs.

Monitor, analyze, interpret, and communicate regulatory changes.

Lead and oversee workplan development and execution to respond to changing regulations.

Reduce organization risk by identifying, designing, implementing, and revising as necessary process, systems, and risk mitigation strategies for assigned risk areas Active participant in the US Government Program Integrity risk assessment and gap analysis including execution of assigned mitigation plan activity.

Identifies, develops, and implements improved and standardized compliance policies and procedures.

Develops and delivers education and supporting tools.

Analyze and assess compliance program effectiveness for assigned areas.

Develop and monitor assigned performance improvement quality assurance and corrective action plans.

Management responsibilities include: Day-to-day operations of a group of employees; Interpret and execute policies for departments/projects and develop, recommend and implement new policies or modifications to existing policies; Provide general guidelines and parameters for staff functioning; Hiring staff, recommending pay increases, performing performance reviews, training and development of staff, estimating personnel needs, assigning work, meeting completion dates, interpreting and ensuring consistent application of organizational policies.

EDUCATION Bachelor’s degree.

WORK EXPERIENCE At least 4 years of compliance, regulatory or audit experience.

At least 4 years of experience developing and/or implementing corporate compliance programs.

Experience working with cross-functional teams and facilitating teams to identify and implement solutions to complex programs.

Experience analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions.

Experience directly managing people including hiring, developing, motivating, and directing people.

KNOWLEDGE/SKILLS/ABILITIES Strong written and verbal communication skills.

Advanced interpersonal skills to work with multifunctional business teams and stakeholders.

Ability to embrace change and innovation.

Strong attention to detail.

PREFERRED QUALIFICATIONS Graduate education in degree program (completed degree preferred) in business, law, or related field.

Certified compliance professional.

4+ years corporate compliance experience in the medical device, pharma, or healthcare industry with working knowledge of healthcare related laws and regulations (including Anti-Kickback statute, False Claims Act, and OIG guidance on an effective compliance program) as well as applicable industry codes (e.g.

AdvaMed Code on interactions with healthcare professionals.

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position: $110,240.00
- $165,360.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.

This role is bonus and/or incentive eligible.

Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

For a more comprehensive list of our benefits please click here .

For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.

We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.

Explore our Belonging page here .

Medline Industries, LP is an equal opportunity employer.

Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Not Specified
Solutions Architect - Infrastructure & Cloud Native!
🏢 Jobot
Salary not disclosed
Elk Grove Village 3 weeks ago
This role is a fully remote position with one of the fastest growing technology companies in the world.

They are the premier partner and go to organization to some of the largest and well known technology giants in the world.

This Jobot Job is hosted by: Alex Dickinson Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $150,000
- $200,000 per year A bit about us: This company is partnering with the largest cloud companies and cloud software tool orchestrators in the world.

This role will give you comprehensive technical operations exposure and the ability to make a measurable difference with clients and their projects.

By nature of the role you will build meaningful relationships with some of the biggest players in the industry! Why join us? Remote work culture HIGH level of autonomy of your technical operations and projects Working on large scale projects and solving challenging problems Competitive salary and compensation Ability to make a real impact on clients projects and managed services operations for all cloud tooling Varied responsibilities that keep the job ever changing and invigorating Ability to influence varying areas of a enterprise technical ecosystem, including database, cloud, CI/CD pipelines and data security.

Job Details Architect and deliver end-to-end cloud-native infrastructure solutions, spanning AWS, Azure, and Snowflake environments.

Act as the primary client-facing technical lead, shaping solution strategies and aligning architectures with business objectives.

Oversee modernization of data and infrastructure ecosystems, including migrations, integrations, and operational uplift.

Establish strong security foundations and data governance frameworks to protect and manage enterprise data assets.

Implement automation, infrastructure-as-code, and CI/CD practices to streamline operations and improve platform reliability.

Optimize cloud and data platform performance through proactive tuning, troubleshooting, and architectural improvements.

Coordinate closely with sales, engineering, and delivery teams to ensure cohesive project execution and high client satisfaction.

Design systems that accommodate platform changes and evolving data sources while reducing operational impact.

Provide guidance and mentorship to technical teams, fostering strong operational practices and continuous skill development.

Communicate complex technical concepts clearly to stakeholders, producing high-quality architectural documentation and recommendations.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
Business Operations Analyst - Textiles
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northfield 3 weeks ago
Job Summary This is a hybrid position that requires three days in office.

Under general supervision, perform intermediate-level data research, operational expense analysis, and process evaluation to support business operations and bottom-line performance.

Identify business needs, develop strategies, and provide actionable recommendations to improve supply chain operations.

Plan and prepare operational and financial analyses, and present findings to managers or project leaders to support organizational goals.

Job Description Responsibilities: Identify data and reporting tools necessary to/and perform business, financial and data analysis.

Develop reporting/analysis for product manager, sales, and/or customers.

Communicate the results of the business, financial and data analysis.

Participate in cross functional teams and projects aimed at enhancing overall supply chain efficiency.

Continuously seek opportunities to streamline processes and improve inventory practices.

Develop and analyze scorecards, providing insight into trends or unusual performance.

Monitor operational and inventory KPI's and analyze data to identify trends and areas of improvement Organize, plan and recommend analysis and reports consistent with continuous improvement of processes and procedures.

Recommend, develop, create and implement standard reporting for routine business reports.

Propose recommendations based on operational expenses, including production costs, warehouse expenses and excess inventory.

Drive follow‑through to ensure insights result in implemented actions and operational improvements.

Required Experience: Education Bachelor’s degree.

Work Experience At least 2 years of experience in an analytical role.

Experience with analyzing and reporting data to identify issues, trends, or exceptions to drive improvement of results and find solutions.

Experience developing ways of accomplishing goals with little or no supervision, depending on oneself to complete objectives and determining when escalation of issues is necessary.

Advanced level skills in Microsoft Excel (for example: using basic functions, inserting charts, Pivot Tables, nested formulas, power query) Preferred Qualifications: Bachelor’s degree in Business, Finance, Accounting, Supply Chain Management, or related field.

Experience with SAP and SQL Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position: $67,000.00
- $101,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.

This role is bonus and/or incentive eligible.

Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

For a more comprehensive list of our benefits please click here .

For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.

We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.

Explore our Belonging page here .

Medline Industries, LP is an equal opportunity employer.

Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Not Specified
Advanced Analyst Sales Enablement - Long-Term Care
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northfield 3 weeks ago
Job Summary Responsible for serving as a strategic partner to senior sales leaders, the Advanced Analyst plays a key role within the Sales Enablement team by driving growth and retention through advanced analytics, business insights, and cross-functional collaboration.

This role requires a proactive problem solver with strong analytical skills and a passion for optimizing sales operations.

Leveraging deep business acumen, the Advanced Analyst uncovers opportunities to enhance performance, efficiency, and profitability, translating complex data into actionable insights that guide strategic decisions and long-term planning.

Job Description Responsibilities Partner strategically with senior sales leadership to deliver solutions that drive growth, retention, and operational excellence through insights, process improvements, and scalable initiatives.

Develop and execute advanced analytical models and dashboards to uncover trends, forecast performance, and identify opportunities for improvement.

Design performance measurement frameworks that track sales outcomes, pipeline health, and operational KPIs.

Streamline and maintain sales processes, tools, and workflows to improve efficiency and ensure alignment with business goals.

Lead strategic initiatives and special projects that contribute to innovation and business transformation.

Collaborate cross-functionally with Sales, Finance, Marketing, Sales Operations, and other teams to ensure analytics support enterprise-wide sales strategies.

Serve as a trusted advisor across the organization by delivering expert analysis, training, and strategic recommendations to business partners.

Communicate findings and recommendations to leadership through clear, compelling presentations that influence strategic direction.

Mentor and guide fellow team members, fostering a culture of continuous learning, development, and analytical excellence.

Qualifications Education Bachelor’s Degree in Business, Finance, Economics, Data Analytics, or related field; Master’s degree preferred.

Relevant Work Experience Minimum 7 years of experience in sales analytics/operations, business intelligence, or a related field, with demonstrated success in supporting senior leadership.

Additional Analytical mindset with the ability to translate data into actionable insights.

Proven track record of designing and executing strategies that drive measurable sales outcomes.

Strong critical thinking skills with ability to manage competing priorities in a fast-paced environment.

Proven ability to influence and communicate effectively with senior stakeholders.

Experience in developing and implementing strategic initiatives.

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position: $85,000.00
- $128,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.

This role is bonus and/or incentive eligible.

Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

For a more comprehensive list of our benefits please click here .

For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.

We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.

Explore our Belonging page here .

Medline Industries, LP is an equal opportunity employer.

Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Not Specified
Dir Marketing, Acute Care
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northfield 3 weeks ago
Job Summary The Director of Marketing, Acute Care, leads the development and execution of Medline’s marketing strategy for the Acute Care channel.

This role translates corporate and divisional growth priorities into integrated marketing strategies that create meaningful value for customers while supporting sustainable business growth.

Working in close partnership with Sales, National Accounts, and cross functional teams, this leader ensures marketing efforts strengthen customer relationships, support clinical, financial and operational outcomes, and enable commercial success through customer centric engagement.

Job Description Responsibilities: Strategy & Go‑to‑Market Leadership Develop and execute a comprehensive Acute Care marketing strategy aligned with corporate objectives, sales priorities, and divisional goals.

Serve as a subject matter expert for the Acute Care segment, grounded in a deep understanding of customer needs, care environments and market dynamics.

Ensure consistent strategic pull‑through across sales programs, launches, and national initiatives Sales Enablement & Customer Partnership Lead the development of sales communications, tools, and training programs Partner closely with sales leadership to support sustainable growth by improving customer experience, outcomes, and long‑term partnerships.

Maintain regular engagement with key customers and strategic accounts to inform marketing strategy and support joint initiatives.

Support the introduction of Medline products and solutions by aligning marketing strategies with customer priorities and care delivery needs.

Collaborate cross‑functionally to support new partnerships, retention and growth opportunities throughout the customer lifecycle.

Marketing Governance & Optimization Review and approve marketing materials related to advertising, market research, forecasting, and pricing to ensure strategic alignment and messaging consistency Ensure the prioritization of marketing initiatives based on customer insights, market opportunity and commercial impact Financial & Performance Management Develop and manage marketing budgets aligned to strategic priorities Partner with leadership to ensure marketing investments are measurable and data‑driven People Leadership & Team Development Lead, develop, and mentor a team of marketing professionals, fostering a collaborative, high‑performing culture focused on strategic thinking, accountability, and continuous improvement.

Required Qualifications: Education Bachelor’s degree in Business, Marketing, or a related field.

Experience Minimum of 5 years of progressive marketing experience, or an equivalent combination of education and experience.

Proven experience developing and executing marketing strategies in close partnership with sales teams.

Demonstrated experience presenting to and influencing diverse audiences, including senior leadership.

Willingness to travel domestically as required.

Preferred Qualifications: Degree in Marketing.

MBA or advanced business degree.

Experience in healthcare, medical products, B2B, or complex sales environments.

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position: $154,000.00
- $231,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.

This role is bonus and/or incentive eligible.

Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

For a more comprehensive list of our benefits please click here .

For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.

We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.

Explore our Belonging page here .

Medline Industries, LP is an equal opportunity employer.

Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Not Specified
Product Manager-Textiles
🏢 Medline Industries - Transportation & Operations
Salary not disclosed
Northfield 3 weeks ago
Job Summary Medline Industries has an immediate opening for a Product Manager with our Textiles division.

This role will be based out of our Northfield, IL corporate headquarters and will work a hybrid model.

Under general supervision, manage the full product lifecycle including the sourcing, marketing, new product development, sales support and financial growth of assigned products.

Work with and train sales force to be able to confidently sell product to customers.

Job Description Responsibilities: Identify and develop new products and manage each stage of the process through take to market.

Develop and implement comprehensive marketing plans and promotional programs for existing products to include product strategy development, pricing strategy, collateral creation and brand management.

Review monthly financial performance and determine contributing factors.

Offer solutions for detrimental sales or cost trends.

Prepare product forecasts to include revenue and expense expectations.

Analyze sales trends over time and impact of competitive strategies.

Support forecasts and budgets with appropriately detailed marketing plans.

Work with Manufacturing, Purchasing and Engineering to reduce Cost of Goods by assessing packaging, alternate materials, new sources of material, stocking, make to order, direct to customer shipments, etc.

Manage inventory by focusing on eliminating surplus and optimizing SKU count.

May negotiate pricing with vendors for raw materials and finished goods.

Visit vendors to develop products and train personnel all aspects of each product and usages.

Coordinate materials with vendors and develop finished custom items.

    Analyze and bid on GPO and/or Integrated Delivery Network contracts for assigned product categories.

Develop and deliver training materials for internal stakeholders, sales forces and customers.

Create sales tools.

Conduct market research and translate that research into new products, product improvements, or line extensions by providing leadership to a multi-functional team.

Travel with sales force to support efforts to convert customers to purchase Medline products.

Provide timely follow up to sales forces by answering product questions via e-mail and phone.

Required Experience: Education Bachelor’s degree Work Experience At least 2 years of marketing, sales, product management or clinical practice experience (preferably in the healthcare industry).

Knowledge / Skills / Abilities Experience negotiating with outside vendors and internal resources.

Experience collecting and analyzing financial data.

Willing to travel up to 50% of the time for business purposes (within state and out of state).

Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).

Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).

Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position: $79,000.00
- $119,000.00 Annual The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.

This role is bonus and/or incentive eligible.

Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.

For a more comprehensive list of our benefits please click here .

For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.

We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.

We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.

Explore our Belonging page here .

Medline Industries, LP is an equal opportunity employer.

Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Not Specified
Logistics Coordinator
Salary not disclosed
Arlington Heights 3 weeks ago
TagoreTech is seeking a Logistics Coordinator to ensure the seamless movement of materials, components, and finished goods to customers and across TagoreTech’s supply chain.

This role supports engineering, operations, and sales by coordinating shipments, maintaining inventory accuracy, and ensuring compliance with industry and export regulations.

The ideal candidate thrives in a fast paced environment, communicates clearly, and brings a proactive approach to problem solving.
Not Specified
Financial Planner Buffalo Grove, IL
$99,999 per annum
Buffalo Grove, IL 2 months ago

Financial Planner  Buffalo Grove, ILFinancial Planner  Buffalo Grove, IL



Experience level: Associate


Experience required: 3 Years


Education level: Bachelor’s degree


Job function: Finance


Industry: Financial Services


Compensation: $121,000 - $150,000


Total position: 1


Visa sponsorship eligibility: No


Note: A Series 65 or 66 are required, along with a minimum of three years of experience working directly with clients as a Financial Planner.

Who We Are:

Are you a professional, attentive, and motivated Financial Advisor that brings a passion for helping clients with all aspects of their financial and investment planning?

Our firm is seeking an experienced Financial Advisor to join our team as a Lead Planner / Service Advisor. Ideal candidates will have a CFP designation and 3+ years of relevant experience.

We are an established wealth management and financial planning firm serving the Buffalo Grove & Chicago, IL area for over 20+ years. We oversee appx. $350 Million in total assets and serve approximately 700 families in multiple financial services and divisions.

Our core team beliefs & mission are:

  • Our clients’ financial security and peace-of-mind is always our #1 focus
  • Over-attentiveness and client responsiveness is of the highest importance
  • Passion and enthusiasm for financial and retirement planning is built into the core of every person here and everything we do
  • It’s not about the money, it’s about connections, friendships, and relationships. Our clients are like family to us

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

Job Summary:

Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

Each Service Advisor works closely as a member of our team-based “pod” structure managed by our Lead Advisors. The Lead Advisor’s role is to find and source new advisory clients to work with SGL Financial. Upon onboarding, they are transitioned to the Lead Planner / Service Advisor.

The Service Advisor is primarily a non-sales role which provides day-to-day financial planning support for clients and manages the follow-up of client meetings and relationships. However, there will also be new sales opportunities for the Service Advisor with existing clients, such as additional assets and cross-sale opportunities.

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the team’s clients with a broad range of other financial planning needs and calculations.

Day-to-Day Job Function:

  • Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
  • Service all client needs, requests, questions, and updates
  • Prepare comprehensive financial plan recommendations
  • Prepare and develop robust retirement income plans and retirement plan tracking
  • Prepare investment portfolio summaries and asset allocation analyses
  • Meet regularly with clients to establish trusting, supportive relationships
  • Prepare and analyze various financial planning reports
  • Utilize tax planning software to assess client tax situations and tax strategies
  • Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
  • Oversee preparation of various one-off analysis requests
  • Handle a variety of other financial planning related analyses and services as needed
  • Collaborate with team members and advisors on client cases
  • Conduct regular client reviews according to their assigned Service Model
  • Proactively check-in with clients throughout the year to ensure all client needs are met

What we seek in a candidate:

  • 3+ years of experience working with clients as a Financial Planner required
  • Series 65 or Series 66 license required
  • CERTIFIED FINANCIAL PLANNER™ preferred
  • CFP is a designation requirement to be obtained within 2 years from hire date
  • Life Insurance license preferred
  • Life insurance license must be obtained within 6 months from hire date
  • Bachelor's Degree from an accredited college or university
  • Strong passion for financial and retirement planning
  • Enjoys working with numbers, spreadsheets and planning analysis
  • Very strong Microsoft Excel experience and familiarity
  • Highly detail-oriented and accurate
  • Must be capable of multi-tasking and tracking multiple items/projects at the same time
  • Friendly, outgoing, and able to build and maintain strong relationships

Position perks:

  • Competitive base salary with performance-based bonuses
  • Paid time-off
  • Health, dental, vision insurance
  • 401(k) with company matching program
  • Mentoring from firm owners and senior advisor
  • Career growth and advancement opportunities
  • Competitive Paid time off
  • Business Hours: Monday – Thursday 8:45 am – 5:00pm. Friday 8:45 am – 2:30 pm assuming all high priority tasks and work is completed. Paid lunch hours
  • Supportive, family-oriented company culture
  • Unlimited snacks and drinks available in - office
  • Access to free Starbucks coffee machine throughout your work week shifts

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Financial planning: 3 years (Required)

License/Certification:

  • Life Insurance License
  • CFP (Preferred)
  • Series 65 or 66 (Required)

Ability to Relocate:

  • Buffalo Grove, IL 60089: Relocate before starting work (Required)

Work Location: In person

 If you post this job on a job board, please do not use company name or salary.

permanent
jobs by JobLookup