Sales Account Manager
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
Milwaukee, WI · On-site
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
Milwaukee, WI · On-site
$87K - $119K/yr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
Green Bay, WI · On-site
$87 - $119/hr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
Green Bay, WI · On-site
$87 - $119/hr
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...
WI · On-site
$140 - $180/hr
Partner with internal stakeholders and external banking partners to deliver a seamless customer ... service while maintaining a strong control environment. Fidelity's Onsite Working Model Fidelity is ...
WI · On-site
$140 - $180/hr
Partner with internal stakeholders and external banking partners to deliver a seamless customer ... service while maintaining a strong control environment. Fidelity's Onsite Working Model Fidelity is ...
WI · On-site
$65 - $95/hr
Note: Fidelity will not provide immigration sponsorship for this position. The Role The ... years in financial services with an emphasis in providing an excellent customer experience
WI · On-site
$65 - $95/hr
Note: Fidelity will not provide immigration sponsorship for this position. The Role The ... years in financial services with an emphasis in providing an excellent customer experience
WI · On-site
$70 - $105/hr
... and Advisor customers. Within this role you will interact with many different groups in Fidelity and throughout the Financial Services industry. Your responsibilities include: * Meeting and ...
WI · On-site
$70 - $105/hr
... and Advisor customers. Within this role you will interact with many different groups in Fidelity and throughout the Financial Services industry. Your responsibilities include: * Meeting and ...
WI · On-site
$110 - $160/hr
Note: Fidelity will not provide immigration sponsorship for this position. Fidelity Investments ... Stock Plan Services administers equity compensation programs on behalf of public and private ...
WI · On-site
$110 - $160/hr
Note: Fidelity will not provide immigration sponsorship for this position. Fidelity Investments ... Stock Plan Services administers equity compensation programs on behalf of public and private ...
WI · On-site
$70 - $100/hr
... customer-service skills. * Ability to manage multiple records and deadlines and communicate ... Prior experience in MSTC operations, high-fidelity medical simulation, TC3 instruction, 68W ...
WI · On-site
$70 - $100/hr
... customer-service skills. * Ability to manage multiple records and deadlines and communicate ... Prior experience in MSTC operations, high-fidelity medical simulation, TC3 instruction, 68W ...
WI · On-site
$50 - $80/hr
Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight ...
WI · On-site
$120 - $160/hr
Note: Fidelity is not providing immigration sponsorship for this position****The Role**We are ... Spring, REST/Web Services, Maven, JSON, Apache Tomcat, Swagger, Message Queues* Identifies ...
WI · On-site
$120 - $160/hr
Note: Fidelity is not providing immigration sponsorship for this position****The Role**We are ... Spring, REST/Web Services, Maven, JSON, Apache Tomcat, Swagger, Message Queues* Identifies ...
In this role, you'll own the full customer journey--from initial customer engagement through to ... fidelity in document execution to prevent errors and safeguard revenue * Maintain compliance with ...
In this role, you'll own the full customer journey--from initial customer engagement through to ... fidelity in document execution to prevent errors and safeguard revenue * Maintain compliance with ...
In this role, you'll own the full customer journey-from initial customer engagement through to ... fidelity in document execution to prevent errors and safeguard revenue * Maintain compliance with ...
In this role, you'll own the full customer journey-from initial customer engagement through to ... fidelity in document execution to prevent errors and safeguard revenue * Maintain compliance with ...
In this role, you'll own the full customer journey--from initial customer engagement through to ... fidelity in document execution to prevent errors and safeguard revenue * Maintain compliance with ...
In this role, you'll own the full customer journey--from initial customer engagement through to ... fidelity in document execution to prevent errors and safeguard revenue * Maintain compliance with ...
WI · On-site
... service platforms (AWS and Azure), handling fluctuations in application traffic driven by customer ... At Fidelity, we are passionate about making our financial expertise broadly accessible and ...
WI · On-site
... service platforms (AWS and Azure), handling fluctuations in application traffic driven by customer ... At Fidelity, we are passionate about making our financial expertise broadly accessible and ...
WI · On-site
$190 - $250/hr
... service platforms (AWS and Azure), handling fluctuations in application traffic driven by customer ... At Fidelity, we are passionate about making our financial expertise broadly accessible and ...
WI · On-site
$190 - $250/hr
... service platforms (AWS and Azure), handling fluctuations in application traffic driven by customer ... At Fidelity, we are passionate about making our financial expertise broadly accessible and ...
Oshkosh, WI · On-site
$85K - $100K/yr
Ensure SOC 2 Type 2 controls are implemented, monitored, and evidenced with fidelity, coordinating ... Promote a culture of exceptional internal customer service, with a focus on responsiveness and ...
Oshkosh, WI · On-site
$85K - $100K/yr
Ensure SOC 2 Type 2 controls are implemented, monitored, and evidenced with fidelity, coordinating ... Promote a culture of exceptional internal customer service, with a focus on responsiveness and ...
Oshkosh, WI · On-site
$85K - $100K/yr
Ensure SOC 2 Type 2 controls are implemented, monitored, and evidenced with fidelity, coordinating ... Promote a culture of exceptional internal customer service, with a focus on responsiveness and ...
Quick apply
Oshkosh, WI · On-site
$85K - $100K/yr
Ensure SOC 2 Type 2 controls are implemented, monitored, and evidenced with fidelity, coordinating ... Promote a culture of exceptional internal customer service, with a focus on responsiveness and ...
WI · On-site
$120 - $160/hr
Note: Fidelity will not provide immigration sponsorship for this position.**Position Description ... DE analyzing and optimizing Salesforce CRM applications using Sales Cloud and Service Cloud ...
WI · On-site
$120 - $160/hr
Note: Fidelity will not provide immigration sponsorship for this position.**Position Description ... DE analyzing and optimizing Salesforce CRM applications using Sales Cloud and Service Cloud ...
Green Bay, WI · On-site
$16.25 - $20.50/hr
Be courteous and service-minded in dealing with customers * Assist in loading and unloading ... fidelity bond insurance carrier and have a valid driver's license and a driving record which meets ...
Green Bay, WI · On-site
$16.25 - $20.50/hr
Be courteous and service-minded in dealing with customers * Assist in loading and unloading ... fidelity bond insurance carrier and have a valid driver's license and a driving record which meets ...
$24.7K - $31.7K
5% of jobs
$31.7K - $38.8K
14% of jobs
$41.5K is the 25th percentile. Wages below this are outliers.
$38.8K - $45.8K
16% of jobs
The median wage is $52.1K / yr.
$45.8K - $52.8K
17% of jobs
$52.8K - $59.8K
12% of jobs
$59.8K - $66.8K
9% of jobs
$68.4K is the 75th percentile. Wages above this are outliers.
$66.8K - $73.9K
11% of jobs
$73.9K - $80.9K
6% of jobs
$80.9K - $87.9K
5% of jobs
$87.9K - $94.9K
2% of jobs
$94.9K - $101.9K
3% of jobs
$24.7K
$58.5K
$101.9K
A Fidelity Customer Service job involves assisting customers with their financial accounts, answering inquiries, and providing guidance on Fidelity products and services. Representatives help resolve issues, process transactions, and offer support for retirement, investment, and brokerage accounts. Strong communication skills and financial knowledge are essential to delivering excellent customer service and ensuring a positive client experience.
To thrive as a Fidelity Customer Service representative, you need strong customer service skills, problem-solving abilities, and a solid understanding of financial products and services, often supported by a bachelor's degree or relevant certifications like the Series 7 or Series 63. Familiarity with CRM software, call management systems, and proprietary financial platforms is commonly required. Excellent communication, patience, and active listening are key soft skills that set top performers apart in this role. These competencies are crucial for delivering accurate guidance, building client trust, and efficiently resolving client inquiries in a fast-paced setting.
Fidelity Customer Service representatives often encounter challenges such as addressing complex financial questions, handling high call volumes, and staying current with evolving products and regulatory requirements. To support team members, Fidelity provides comprehensive training, access to updated knowledge bases, and a collaborative team environment where experienced colleagues and supervisors are available for guidance. Ongoing professional development and regular feedback sessions further help representatives grow their expertise and deliver exceptional client support. This supportive culture ensures employees are well-equipped to deliver outstanding service even when facing demanding situations.
The top searched job categories for Fidelity Customer Service jobs in Wisconsin are:

$87K - $119K/yr
Full-time
Medical, Dental, Vision, Retirement
Posted 25 days ago
Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
Company car with gas card
Paid travel expenses (company credit card) base salary + uncapped commission + additional bonus potential International Sales Award Trips
First year income potential between $87,000 to $119,000
Consistent six figure income opportunity within 3-5 years
401k with company match
Defined territory
Multiple sales career path options
Consistent, standardized training designed for new Account Managers
Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans.
Primary Responsibilities
Focus on growing and maintaining existing Business to Business accounts by one-on-one sales of worksite insurance products and services to the community
Consult with current customers to provide value and meet financial needs
Build strong relationships with customers and association executives
Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations.
New account development opportunities
Company Perks:
National Presence - American Fidelity conducts business within 49 states, employing salaried, career Account Representatives located across the country.
Extended Training Program - Account Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training.
Tenure - More than Double the Nation Average with 30% of our salaried career Account Representatives have been with American Fidelity for 10 years or more.
Defined Territory - Each Account Representative is assigned a territory to manage and develop new accounts.
Company Overview:
Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com.
At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening.
If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy".
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