Client Advisor

4 days ago

Rock Springs, Wyoming, 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: conducting thorough research to identify customized insurance solutions that meet the financial needs of our clients.
  • Meeting with Families: 2 days per week: meeting with clients to present insurance options, discuss coverage details, and facilitate the application process.
  • Administrative: 2 hours per week: coordinating with insurance carriers to expedite client applications through underwriting.

Qualifications:

  • We are seeking motivated, self-disciplined individuals with a growth mindset: a strong work ethic and ability to learn and adapt quickly.
  • What We Do:
    • We serve our clients: providing personalized insurance solutions that address their unique financial needs.
    • We protect our clients: partnering with top-rated insurance companies to deliver customized coverage that safeguards their financial well-being.
    • We grow: fostering a culture of continuous learning and development, empowering our agents to excel in their careers.

What Sets Us Apart:

  • We prioritize our agents' success, providing unparalleled support and resources to ensure their growth and development.
  • We maintain a people-first mentality, recognizing the value of our agents and the impact they have on our clients' lives.

Compensation and Incentives:

  • As a commission-only sales position, our agents have the opportunity to earn uncapped commissions on mortgage protection products.
  • We offer a competitive bonus structure program, as well as incentive trips for agents and managers who achieve exceptional results.

Equal Opportunity Employer:

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

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