Client Services Advisor

Spieldenner Financial Group•Cape Coral, FL

21h

About The Position

Spieldenner Financial Group is a financial services company serving mid-market families. It provides programs intended to protect families from financial losses associated with economic downturns, critical illness, disability, or death. The company is hiring entry-level and licensed insurance enrollment specialists to assist families who have requested help. It offers training, support, compensation, and advancement opportunities for people seeking to grow with the company long term. The role emphasizes a flexible schedule and balancing career development with family life. Earnings and production results are not guaranteed and depend on factors including effort, use of the training and sales system and lead system, and customer insurance needs in the areas served.

Requirements

Coachable and eager to learn.
Hard-working and willing to develop into a high-value professional.
Willing to grow and challenge oneself personally and professionally.
Self-disciplined enough to make effective use of a flexible schedule.
Entry-level or licensed insurance enrollment specialist; no specific license or experience requirement is stated.

Responsibilities

Identify and meet clients’ needs through a simple, proven process.
Help families protect themselves through comprehensive, budget-conscious programs.
Provide clients with clarity and peace of mind.
Develop long-term client relationships.
Follow and implement the company’s training and sales system and engage with its lead system.