Client Services Advisor
About The Position
Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, focusing on getting agents paid quickly, keeping costs minimal, and providing the necessary training and support for success. The company serves clients by conducting deep dives into their financial situations, partnering with top-rated insurance companies to customize plans that protect clients' largest asset (their ability to make an income), and helping them save for retirement or protect existing retirement accounts. The organization emphasizes a people-first mentality, starting and ending with its agents, and strives for generational impact in the lives of clients, agents, and the community through personal development.
Requirements
- coachable
- challenge-seeking
- self-disciplined individuals with a 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
- competitive bonus structure program
- incentive trips agents/managers can qualify for based on their individual and team results
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
