Financial Services Representative

6 days ago


Arlington, Virginia, United States Spieldenner Financial Group Full time
About Spieldenner Financial Group

We are a dynamic and growing insurance organization dedicated to providing top-notch services to our clients. Our mission is to empower individuals and families to achieve financial security and peace of mind through our innovative products and expert guidance.

Job Summary

We are seeking a highly motivated and results-driven Client Advisor to join our team. As a Client Advisor, you will play a critical role in helping our clients navigate the complexities of mortgage protection and financial planning. Your primary responsibility will be to build strong relationships with our clients, understand their unique needs, and provide personalized solutions to address their financial concerns.

Key Responsibilities
  • Setting Appointments: Schedule meetings with potential clients to discuss their mortgage protection needs and provide tailored solutions.
  • Research: Conduct thorough research to customize options that meet each client's financial situation and goals.
  • Meeting with Families: Meet with clients to present their options, discuss the details of the coverage, and help them apply for coverage.
  • Administrative: Follow up with insurance carriers to facilitate client applications through underwriting.
Qualifications

We are looking for individuals who are coachable, challenge-seeking, and self-disciplined with a growth mindset. A strong skill set is not everything for this position. We value individuals who are passionate about helping others and are committed to delivering exceptional results.

What We Offer

We provide a comprehensive training program to ensure our agents have the necessary skills and knowledge to excel in their roles. Our agents enjoy a competitive bonus structure, uncapped commissions, and the opportunity to participate in incentive trips based on their individual and team results.

Why Join Us?

We are a people-first organization that prioritizes the growth and development of our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to succeed. If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply for this exciting opportunity.



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