Current jobs related to Client Advisor - Rock Springs - Spieldenner Financial Group

  • Client Service Associate

    5 days ago

    Castle Rock, United States Kestra Financial Independent Advisor Full time

    Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on...

  • Client Service Associate

    1 week ago

    Castle Rock, United States Kestra Financial Independent Advisor Full time

    Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on...

  • Client Care Advisor

    2 months ago

    Winter Springs, United States Pro Inspect Solutions Full time

    Join Our Team as a Client Care Advisor! About Us: Pro Inspect Solutions is a leading home inspection company dedicated to providing exceptional service and peace of mind to our clients. We are on a mission to ensure customer satisfaction through high-quality inspections and a seamless experience from start to finish. We are seeking a dedicated and...

  • Client Solutions Advisor

    2 weeks ago

    Berrien Springs, Michigan, United States Interlink Full time

    Job OverviewAs a Client Solutions Advisor at Interlink, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to address technical issues related to our software, ensuring timely and accurate resolutions.Key responsibilities include:Resolving client issues and creating product problem...

  • Client Solutions Advisor

    2 weeks ago

    Berrien Springs, Michigan, United States Interlink Full time

    Job OverviewAs a Client Solutions Advisor at Interlink, you will play a critical role in providing exceptional service to our customers. Your primary responsibility will be to address technical issues related to our software and upgrades, ensuring a positive overall customer experience.Key ResponsibilitiesResolve client issues and create product problem...

  • Compliance Analyst/Project Manager

    2 weeks ago

    Rock Hill, United States Private Advisor Group Full time

    Private Advisor Group is looking for a talented, high-performing Compliance Analyst/Project Manager to join our compliance team in Rock Hill, SC 29730. The Compliance Analyst/Project Manager will support the compliance team by leading and organizing projects and contribute toward our mission of providing advisors with reliable and responsive support. This...

  • Compliance Analyst/Project Manager

    2 weeks ago

    Rock Hill, United States Private Advisor Group Full time

    Private Advisor Group is looking for a talented, high-performing Compliance Analyst/Project Manager to join our compliance team in Rock Hill, SC 29730. The Compliance Analyst/Project Manager will support the compliance team by leading and organizing projects and contribute toward our mission of providing advisors with reliable and responsive support. This...

  • Insurance Advisor

    3 days ago

    Altamonte Springs, Florida, United States American Senior Benefits Full time

    OverviewAt American Senior Benefits, we're driven by a philosophy that puts people back in the people business. Our strength lies in our relationships, and we're committed to doing the right thing. As an Insurance Advisor, you'll be part of a team that supports your community and helps clients achieve their goals.ResponsibilitiesImplement our tested...

  • Financial Advisor

    2 weeks ago

    Little Rock, Arkansas, United States Edward Jones Full time

    Unlock Your Potential as a Financial Advisor at Edward JonesAre you passionate about helping others achieve their financial goals? Do you have a knack for building strong relationships and a desire to succeed in a dynamic industry? If so, we invite you to explore a career as a Financial Advisor at Edward Jones.About the RoleAs a Financial Advisor at Edward...

  • Client Associate/Registered Client Associate

    4 weeks ago

    Sulphur Springs, Texas, United States RBC Capital Markets, LLC Full time

    Job OpportunityEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors, and branch. Use your administrative and operational skills to help our advisors manage and grow...

  • Tax Advisor

    4 weeks ago

    Coral Springs, Florida, United States H&R Block Full time

    Job Title: Block Advisors Tax AdvisorJob Summary:As a Block Advisors Tax Advisor, you will play a critical role in helping individuals and small businesses navigate complex tax and business service needs. You will build strong relationships with clients, providing expert tax preparation, audit support, and tax planning services year-round. With a focus on...

  • Client Associate/Registered Client Associate

    2 weeks ago

    Sulphur Springs, Texas, United States RBC Capital Markets, LLC Full time

    Job OpportunityEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors, and branch. Utilize your administrative and operational skills to help our advisors manage and...

  • Tax Advisor

    2 weeks ago

    Castle Rock, Colorado, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clientsBuild and maintain...

  • Client Associate/Registered Client Associate

    4 weeks ago

    Sulphur Springs, Texas, United States RBC Capital Markets, LLC Full time

    Job Opportunity:Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors, and branch. Use your administrative and operational skills to help our advisors manage and grow...

  • Tax Advisor

    7 days ago

    Coral Springs, Florida, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...

  • Associate Financial Advisor

    2 months ago

    Castle Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    3 weeks ago

    Little Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Senior Wealth Advisor

    4 weeks ago

    Colorado Springs, Colorado, United States Nilsine Partners Full time

    Job Title: Senior Wealth AdvisorAt Nilsine Partners, we are seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and providing expert financial guidance to our clients.Key Responsibilities:Support existing primary Advisor/Managing...

  • Associate Financial Advisor

    2 weeks ago

    Little Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    2 months ago

    Castle Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

Client Advisor

2 months ago

Rock Springs, United States Spieldenner Financial Group Full time
Job DescriptionJob Description

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

MOFJiQVtEh