Client Advisor

3 weeks ago


Owensboro, Kentucky, United States Spieldenner Financial Group Full time
Job Description

Spieldenner 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 per week: analyzing client information to provide personalized insurance solutions.
  • Meeting with Families: 2 days per week: meeting with clients to present insurance options, discuss details, and facilitate applications.
  • Administrative: 2 hours per week: coordinating with insurance carriers to facilitate client applications.

Qualifications:

  • We are seeking motivated, self-disciplined individuals with a growth mindset: a strong work ethic and ability to learn and adapt.
  • What We Do:
    • We serve people: providing personalized insurance solutions to meet their unique needs.
    • We protect our clients: partnering with top-rated insurance companies to deliver customized protection plans.
    • We grow: fostering a culture of personal development and growth within our organization.

What Sets Us Apart:

  • We prioritize our agents' success, providing unparalleled benefits and resources to support their growth and development.
  • We maintain a people-first mentality, ensuring our agents have the tools and support needed to excel in their roles.

Compensation and Incentives:

  • Commission-only based sales position: earning potential based on sales performance.
  • Competitive bonus structure program: recognizing and rewarding individual and team achievements.
  • Incentive trips: opportunities for agents and managers to qualify for rewards based on their performance.

Equal Opportunity Employer:

We are an equal opportunity employer, committed to providing a fair and inclusive work environment for all employees and applicants.



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