98 Jobs in joplin, mo
Spieldenner Group INC is Hiring a Client Advisor Near Joplin, MO
The Day-To-Day:
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
Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset
Passion for people is a MUST.
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!
- Equal opportunity, not equal outcome
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Job Summary
Full Time
$50k-65k (estimate)
05/27/2024
06/23/2024
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.
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.
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.
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Advisors do meeting with prospective new clients to earn the right to give them advice.
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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.
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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.
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