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Client Advisor

2 months ago

Kenosha, Wisconsin, United States Spieldenner Financial Group Full time
About Spieldenner Financial Group

We are a part of one of the fastest-growing insurance organizations in the country, dedicated to providing exceptional service and support to our agents and clients.

Job Summary

We are seeking a skilled and motivated Client Advisor to join our team. As a Client Advisor, you will be responsible for scheduling appointments with potential clients, researching their financial needs, and presenting customized options to meet their protection and savings goals.

Key Responsibilities
  • Scheduling appointments with potential clients to discuss mortgage protection coverage
  • Researching client information to customize options and meet their financial needs
  • Presenting options and discussing details with clients to help them apply for coverage
  • 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. A strong skill set is not everything for this position; we value individuals who are willing to learn and grow with our company.

About Our Company

We serve people by taking a deep dive into their financial situations and providing personalized solutions to protect their largest asset: the ability to make an income. We partner with top-rated insurance companies to customize plans that meet our clients' unique needs.

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.

Compensation and Benefits

This is a commission-only based sales position with uncapped earning potential. We offer a competitive bonus structure program and incentive trips for agents and managers who meet individual and team results.

*Equal opportunity, not equal outcome.*