Client Services Advisor

Spieldenner Group; Killeen (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commissions

Incentive trips

Comprehensive training and support

Flexible meeting options

Job summary

Spieldenner Financial Group is seeking self-motivated individuals for a commission-only mortgage protection sales role. You will set appointments, research client needs, and meet with families virtually or in person to present options and help them apply for coverage.

The position emphasizes growth mindset, coaching, and ongoing training. You will work with top-rated insurers, earn uncapped commissions, and participate in bonus programs and incentive trips based on performance.

Qualifications

• We look for coachable, challenge-seeking individuals with a growth mindset.

Responsibilities

• Setting Appointments: 6-8 hours per week, contacting potential clients and scheduling meetings to discuss mortgage protection coverage.
• Research: 4-5 hours per week, digging into client information to tailor options for financial needs in the event of death or disability.
• Meeting with Families: 2 days per week, meeting with clients virtually or in-person to present options, discuss coverage details, and assist with applications.
• Administrative: 2 hours per week, coordinating with insurance carriers to move client applications through underwriting.

Skills

Coachability

Growth mindset

Self-discipline

People skills

Job description

Spieldenner Financial Group is a part of one the fastest-growing insurance organizations 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

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.

• 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 engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.