Client Services Advisor

Spieldenner Financial Group•Fort Worth, TX

1d•Remote

About The Position

The Client Services Advisor works directly with families to help them understand financial risks, protect household income, and choose coverage that fits their needs and budget. The organization provides training to guide client conversations, present coverage options, and support clients through the application process. The role includes connecting with individuals who have requested information, preparing personalized coverage options, meeting with clients virtually or in person, and following up on applications with insurance carriers. The schedule is described as flexible, with full-time or part-time options and remote work with optional in-person meetings. Compensation is commission-only and performance-based, with uncapped potential. The posting gives an approximate average commission of $600 per family protected on a mortgage protection product and says the expectation for a full-time agent is 5 to 10 mortgage protection plans per week; it cautions that results are not guaranteed and may vary.

Requirements

Coachable and willing to learn.
Self-motivated and goal-oriented.
Comfortable working independently.
Interested in flexibility and performance-based income.
No prior experience required; training is provided.

Responsibilities

Contact individuals who have requested information and schedule a time to review their coverage needs.
Review client information and prepare personalized coverage options based on clients’ financial situations.
Meet with clients virtually or in person to explain coverage options and help them apply for coverage.
Follow up on applications and communicate with insurance carriers as needed.
Help families understand financial risks, protect income and households, and choose coverage suited to their needs and budget.
Guide client conversations, present options clearly, and support clients through the application process.