Client Services Advisor

Spieldenner Financial Group•Cape Coral, FL

About The Position

Spieldenner Financial Group is hiring entry-level and licensed Insurance Enrollment Specialists to assist families who have requested help protecting themselves from financial losses related to economic downturns, critical illness, disability, or death. The company offers a suite of financial protection programs and uses a proven process to identify and meet client needs, provide budget-conscious protection, offer clarity and peace of mind, and build long-term client relationships. The company offers compensation, support, training, and advancement opportunities for people interested in developing into trained specialists. Candidates should be coachable, hardworking, eager to learn, self-disciplined, and willing to grow personally and professionally. The role offers a flexible schedule, with the stated aim of allowing employees to keep family life central. Candidates who apply may schedule an interview with a Regional Sales Manager within 24–48 hours. Success, earnings, and production results are not guaranteed or represented as typical. Results depend on factors including effort, ability to follow and implement the training and sales system, engagement with the lead system, and customer insurance needs in the geographic areas where the specialist chooses to work.

Requirements

Must be coachable.
Must be hardworking and eager to learn.
Must be willing to grow and challenge themselves personally and professionally.
Must be self-disciplined and able to make the most of a flexible schedule.

Responsibilities

Help families who have requested assistance with financial protection.
Identify and meet clients’ needs using the company’s process.
Help clients protect their families through comprehensive, budget-conscious programs.
Build long-term client relationships.