Current jobs related to Client Advisor - Kenosha - Spieldenner Financial Group
-
Client Advisor
3 days ago
Kenosha, Wisconsin, United States Spieldenner Financial Group Full timeJob DescriptionSpieldenner Financial Group is a leading provider of insurance solutions, dedicated to delivering exceptional service and support to our clients and agents.Key Responsibilities:Setting Appointments: 6-8 hours per week: establishing relationships with potential clients and scheduling meetings to discuss their insurance needs.Research: 4-5 hours...
-
Client Advisor
3 weeks ago
Kenosha, United States Spieldenner Financial Group Full timeJob DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...
-
Client Advisor
1 month ago
Kenosha, United States Spieldenner Financial Group Full timeJob DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...
-
Client Advisor
2 weeks ago
Kenosha, United States Spieldenner Financial Group Full timeJob DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...
-
Client Advisor
1 week ago
Kenosha, United States Spieldenner Financial Group Full timeJob DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...
-
Junior Finance Manager
2 weeks ago
Kenosha, Wisconsin, United States Kaizen CPAs + Advisors Full timeJunior Accounting Manager at Kaizen CPAs + AdvisorsKaizen CPAs + Advisors, a family-operated CPA firm, has been delivering innovative guidance and business management support since 1964. We are looking for a Junior Accounting Manager to become part of our vibrant team and play a vital role in our clients' achievements.Key Responsibilities:Prepare individual,...
-
Assistant Accounting Manager
1 week ago
Kenosha, Wisconsin, United States Kaizen CPAs + Advisors Full timeEntry-Level Accounting Supervisor at Kaizen CPAs + AdvisorsKaizen CPAs + Advisors, a family-operated CPA firm, has been delivering innovative guidance and business management solutions since 1964. We are looking for an Entry-Level Accounting Supervisor to become a vital part of our energetic team and aid in our clients' achievements.Key...
-
Junior Accounting Manager
3 months ago
Kenosha, United States Kaizen CPAs + Advisors Full timeJob DescriptionJob DescriptionCompany DescriptionSince 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate the kind of forward-thinking advice, preparation, and planning to achieve and exceed business growth goals.We...
-
Seasonal Tax Preparer
3 months ago
Kenosha, United States Kaizen CPAs + Advisors Full timeJob DescriptionJob DescriptionCompany DescriptionSince 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate forward-thinking advice, preparation, and planning to achieve and exceed business growth goals. Job...
Client Advisor
1 month ago
Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.
Job Duties:
Setting Appointments: 6-8 hours per week: 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: 4-5 hours per week: 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: 2 days per week: 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: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting
Qualifications:
We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.
What We Do:
We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.
We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.
We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community
What Sets us Apart:
We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work
If you feel this might be the home you have been looking for. Click APPLY
Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.
*Equal opportunity, not equal outcome.
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.
Powered by JazzHR
04mwesaAuq
