Client Services Advisor

Spieldenner Financial Group • Richmond, VA

18h • Hybrid

About The Position

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, prioritizing quick agent payments, minimal costs, and comprehensive training and support for agent success. The company focuses on serving and protecting clients by taking a deep dive into their financial situations and customizing insurance plans from top-rated companies to safeguard their income. This role involves reaching out to potential clients who have requested coverage, scheduling appointments, researching client information to tailor mortgage protection and other financial product options, and meeting with families (virtually or in-person, agent's choice) to present these options and facilitate applications. Agents are also responsible for administrative follow-ups with insurance carriers to guide applications through underwriting. The company emphasizes personal development and aims to make a generational impact on clients, agents, and the community, operating with a people-first mentality and providing unparalleled benefits and industry connections.

Requirements

• Coachable
• Challenge-seeking
• Self-disciplined
• Growth mindset

Responsibilities

• Setting Appointments: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
• Research: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
• Meeting with Families: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
• Administrative: following up with insurance carriers to facilitate client applications through underwriting.

Benefits

• Unparalleled benefits
• Connections within the insurance industry
• Extensive training on how products work and how to sell them
• Uncapped commission
• Competitive bonus structure program
• Incentive trips agents/managers can qualify for based on their individual and team results

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed