Client Services Advisor

Spieldenner Financial Group•Ocala, FL

About The Position

Spieldenner Financial Group is hiring entry-level and licensed insurance enrollment specialists to assist families who have requested help protecting themselves from financial losses related to economic downturns, critical illness, disability, or death. Specialists use the company’s programs and process to identify clients’ needs, help them find budget-conscious protection, provide clarity and peace of mind, and build long-term client relationships. The company offers training, support, compensation, and advancement opportunities. The role includes a flexible schedule and emphasizes keeping family life central. Success and earnings 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 geographic area where the specialist works.

Requirements

  • Coachable and eager to learn.
  • Hardworking and willing to grow and challenge yourself personally and professionally.
  • Self-disciplined and able to make the most of a flexible schedule.
  • Willing to complete training.
  • Applicants may be entry-level or licensed insurance enrollment specialists.

Responsibilities

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

Benefits

  • Industry-leading compensation
  • Support
  • Advancement opportunities
  • Flexible schedule
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