Client Services Advisor

Spieldenner Financial Group•Berea, KY

21h•Remote

About The Position

The Client Services Advisor works with families to help them understand their financial risks, protect their income and household, and choose coverage suited to their needs and budget. The organization provides training to guide client conversations, present coverage options, and support clients through applications. The role includes outreach to people who have already requested information, researching client details and preparing personalized coverage options, meeting with clients virtually or in person, and following up on applications with insurance carriers. The position offers flexible scheduling, remote work with optional in-person meetings, onboarding and ongoing training, and access to systems and support. Compensation is commission-only and performance-based, with uncapped potential; earnings and results are not guaranteed and vary by agent and other factors.

Requirements

Be coachable and willing to learn.
Be self-motivated and goal-oriented.
Be comfortable working independently.
Be looking for flexibility and performance-based income.

Responsibilities

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