Investment Portfolio Manager jobs in La Crosse, WI

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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Funeral Sales Professional - TOMAH, WI
  • Directors Investment Group
  • Tomah, WI FULL_TIME
  • Do you want to do work that matters? Do you love getting to work with people, hear their stories, and help them make decisions that will benefit their families for years to come? If you are looking for more work-life balance and are interested in starting a new, fulfilling career as a prepaid funeral sales professional, this is the opportunity you have been looking for. As a FUNERAL PREPLANNING SPECIALIST, you will meet with families in the TOMAH, WI area every day who are interested in planning ahead for funeral wishes, and you will walk them through the process of planning ahead step by step.

     

    ABOUT THE ROLE

    With Funeral Directors Life, you will be positioned for a successful career in prepaid funeral sales:

    · Leads are provided from a variety of sources

    · Your earning potential is up to you! This position offers a base salary, uncapped commissions and generous volume bonuses

    · You will receive industry-leading training and ongoing development from your supportive sales management team

    · Have the opportunity to qualify for fun, amazing, all-expenses paid annual incentive trips

    · Participate in sales contests for the opportunity to earn cash prizes

     

    WHAT YOU’LL NEED

    To be successful in this role, you will need certain skills and requirements, which include, but are not limited to:

    · WISCONSIN Life Insurance License HIGHLY PREFERRED

    · FUNERAL industry experience HIGHLY PREFERRED

    · Highly ethical approach to sales

    · Proven track record of sales success

    · Self-motivated and proactive

    · Excellent problem identification and resolution skills

    · Excellent verbal communication skills

    · Intermediate knowledge of MS Office

    · Comfortable working with user-friendly sales software and CRM software

    · Able to collaborate with others and work as part of a team

    · Good planning and organizational skills

    · Creative and innovative – someone who will take initiative and ownership in their role

    · Valid driver’s license

     

    To learn more about a career with purpose with Funeral Directors Life, please apply today for immediate consideration.

     

    About Funeral Directors Life

    Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.

    Funeral Directors Life is a full-service preneed insurance company. We help funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses and increasing profitability in a rapidly changing marketplace.

    DIG has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.

    Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."

    So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

     

    An Equal Opportunity Employer

  • 10 Days Ago

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Need funeral advisor
  • Directors Investment Group
  • La Crosse, WI FULL_TIME
  • Do you want to do work that matters? Do you love getting to work with people, hear their stories, and help them make decisions that will benefit their families for years to come? If you are looking fo...
  • 8 Days Ago

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Director, Market Strategy and Portfolio Management
  • Spearmint Energy
  • Minnesota, MN FULL_TIME
  • Role: Director, Market Strategy and Portfolio ManagementLocation: Minnesota preferred (Hybrid)Website: https://spearmintenergy.com/Contact: joinus@spearmintenergy.comThe Company:Spearmint Energy aims ...
  • 29 Days Ago

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Director - ESG - Investment Mgt 250k+ in Chicago - Full Relo
  • Living Talent Company
  • Minnesota, MN FULL_TIME
  • Director - ESG - Responsible Investment Investment Management Firm (100B AUM) Hybrid, 3 days in office in Chicago Loop Full relocationBase Bonus 250k - 300kThe Team: provides research-driven capabilit...
  • 15 Days Ago

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Manager
  • Jimmy Johns
  • Eau Claire, WI FULL_TIME
  • Responsibilities:- Oversee daily operations of the restaurant, including front-of-house and back-of-house activities- Manage and train staff members, ensuring they provide excellent customer service- ...
  • 11 Days Ago

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Manager Trainee/Assistant Manager
  • Lebakkens Rent-to-Own
  • Tomah, WI FULL_TIME
  • Join Wisconsin's Rent to Own leader! With 11 locations across the state, we satisfy needs with quality and service. We do this by perfecting an exceptional work environment and staff. The primary focu...
  • Just Posted

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0 Investment Portfolio Manager jobs found in La Crosse, WI area

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Class A CDL Truck Driver FLATBED - HIRING IMMEDIATELY Up to $100K!
  • Western Express
  • LA CROSSE, WI
  • HAVE YOUR CDL-A? SPEAK WITH A SEATING SPECIALIST TODAY! (888) 383-4915 Real Miles. Real Money. Western Express has immed...
  • 4/19/2024 12:00:00 AM

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Overnight Lead Direct Support Professional
  • Chileda Institute, Inc.
  • La Crosse, WI
  • Overnight Lead Direct Support Professional - 30's House (1 position) Chileda's mission is to improve the quality of life...
  • 4/18/2024 12:00:00 AM

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Associate Financial Representative
  • Modern Woodmen of America
  • La Crosse, WI
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/16/2024 12:00:00 AM

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Assistant Branch Manager - Caledonia, MN
  • BNP Paribas Bank NV
  • Caledonia, MN
  • We are looking for **Assistant Branch Manager - Caledonia, MN** **Location** At Bank of the West, our people are having ...
  • 4/16/2024 12:00:00 AM

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Personal Banker - Roving Southeast MN
  • WELLS FARGO BANK
  • Winona, MN
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/16/2024 12:00:00 AM

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Treasury Manager
  • Ashley Furniture Industries
  • Build Your Career with Ashley Join a team committed to keeping Ashley the world’s largest manufacturer of furniture. Tre...
  • 4/14/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Black River Falls, WI
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Tomah, WI
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

La Crosse is located on the western border of the midsection of Wisconsin, on a broad alluvial plain along the east side of the Mississippi River. The Black River empties into the Mississippi north of the city, and the La Crosse River flows into the Mississippi just north of the downtown area. Just upriver from its mouth, this river broadens into a marshland that splits the city into two distinct sections, north and south. According to the United States Census Bureau, the city has a total area of 22.54 square miles (58.38 km2), of which, 20.52 square miles (53.15 km2) is land and 2.02 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$113,205 to $169,267
La Crosse, Wisconsin area prices
were up 1.3% from a year ago