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Client Advisor

2 months ago

Canton, Ohio, 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.

Our focus areas include ensuring agents are paid quickly, keeping costs minimal, and providing the necessary training and support for success.

Job Responsibilities

As a Client Advisor, you will be responsible for:

  • Setting appointments with potential clients to discuss their mortgage protection coverage needs.
  • Conducting research to customize options and meet clients' financial needs.
  • Meeting with families to present options, discuss details, and help them apply for coverage.
  • Following up with insurance carriers to facilitate client applications through underwriting.
Qualifications

We are seeking coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong skill set is not everything for this position.

About Our Company Culture

We serve people by taking a deep dive into their financial situations and providing personalized solutions.

We protect our clients by partnering with top-rated insurance companies to customize plans that meet their needs.

We grow by making a generational impact in the lives of our clients, agents, and 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 our agents have the resources they need to excel.

We offer a competitive bonus structure program and incentive trips for agents and managers based on individual and team results.

Our commission-only based sales position offers uncapped commission potential, with an average commission of approximately $600 per family protected.

We have extensive training on premium financial products to help people save for retirement or protect their current retirement accounts.

We are an equal opportunity employer, and we do not guarantee any particular results or success for our agents.