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Spieldenner Financial Group
Bloomington, MN | Full Time
$58k-75k (estimate)
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Client Advisor
$58k-75k (estimate)
Full Time 1 Month Ago
Save

Spieldenner Financial Group is Hiring a Remote Client Advisor

Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.

 

Job Duties:

Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.

Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.

Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.

Administrative: 2 hours per week: 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: Skill set isn’t everything for this position.

What We Do:

We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.

We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.

We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our 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 that our agents have the resources they need to excel inside and outside of work

If you feel this might be the home you have been looking for. Click APPLY!

 

Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.

*Equal opportunity, not equal outcome.

 

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Job Summary

JOB TYPE

Full Time

SALARY

$58k-75k (estimate)

POST DATE

03/11/2024

EXPIRATION DATE

07/10/2024

Show more

Spieldenner Financial Group
Full Time
$61k-80k (estimate)
7 Days Ago
Spieldenner Financial Group
Remote | Full Time
$66k-90k (estimate)
2 Weeks Ago
Spieldenner Financial Group
Remote | Full Time
$79k-107k (estimate)
3 Weeks Ago

The job skills required for Client Advisor include Scheduling, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Advisor. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Advisor positions, which can be used as a reference in future career path planning. As a Client Advisor, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Advisor. You can explore the career advancement for a Client Advisor below and select your interested title to get hiring information.

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If you are interested in becoming a Client Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Advisor for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Advisor job description and responsibilities

Attend all renewal strategy and budget meetings and prepare renewal proposals for all clients.

01/23/2022: Springfield, OH

Advisors do meeting with prospective new clients to earn the right to give them advice.

02/06/2022: Greenville, SC

Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.

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Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.

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Ability to build relationships with client teams and key stakeholders.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Advisor jobs

A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.

02/05/2022: Peoria, IL

Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.

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Financial advisors need client relationship skills to attract new clients and retain the clients they already have.

02/26/2022: Billings, MT

Providing excellent customer service and developed long-standing client relationships with repeat business.

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Client advisots must be excellent communicators capable of leading a team.

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Step 3: View the best colleges and universities for Client Advisor.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College