Client Advisor
3 weeks ago
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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