Referral Coordinator

The Spencer Financial Group; United States; Remote; USD 45,000 - 55,000; Full time

Job summary

Join The Spencer Financial Group as a remote sales professional. You'll guide clients to secure their financial futures, receive comprehensive training, and enjoy flexible working hours. We're looking for motivated individuals who are passionate about helping others and keen to grow in the financial services sector.

Benefits

Real-time qualified leads

Comprehensive training and mentorship

Flexible remote work

Lucrative earning potential

Career advancement opportunities

Supportive community

Qualifications

• Strong work ethic and positive attitude.
• Comfortable working independently.
• Reliable phone, laptop, and internet connection.

Responsibilities

• Connect with individuals who requested financial services.
• Conduct consultations via Zoom and phone.
• Educate clients on financial products.

Skills

Motivation

Communication skills

Interpersonal skills

Positive attitude

Education

Willingness to obtain Life/Health License

Job description

The Spencer Financial Group provided pay range

This range is provided by The Spencer Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $55,000.00/yr

Launch Your Remote Sales Career in Financial Services | No Cold Calling | Full Training & Mentorship Provided!

About Spencer Financial Group:

At Spencer Financial Group, we're more than just a company; we're a community dedicated to empowering individuals and supporting families. We specialize in serving veterans, military spouses, and service-minded individuals, providing them with essential financial guidance and solutions. We believe in fostering a culture of growth, flexibility, and genuine impact.

We're looking for motivated, coachable individuals ready to embark on a rewarding remote sales career. If you're passionate about helping others and seeking a role with real growth potential and a flexible work-life balance, you've found the right place!

Why Join Spencer Financial Group?

• Real-Time, Qualified Leads: Say goodbye to cold calling! We provide you with warm leads from individuals who have actively requested information about our services.
• Comprehensive Training & Mentorship: No prior financial services experience? No problem! We offer step-by-step training and daily mentorship from top earners, ensuring you have the tools and support to succeed.
• Flexible Remote Work: Enjoy the freedom of setting your own schedule and working from the comfort of your home.
• Lucrative Earning Potential: Benefit from weekly and monthly bonuses, performance-based incentives, and paid trips for top performers.
• Career Advancement Opportunities: We believe in investing in our team's growth. Explore leadership opportunities and build a long-term career with us.
• Meaningful Impact: Help families secure their financial futures and make a tangible difference in their lives.
• Supportive Community: Join a team that values collaboration, support, and mutual success.

What You'll Be Doing:

• Connect with individuals who have requested information about our financial services and guide them through the process.
• Conduct consultations via Zoom, phone, and our CRM system to understand clients' needs and recommend suitable solutions.
• Educate clients on various financial products and services, ensuring they make informed decisions.
• Participate in weekly training sessions to enhance your skills and knowledge.
• Achieve weekly performance goals to unlock bonuses and incentives.
• Maintain accurate records of client interactions and sales activities.

We're Looking For Someone Who:

• Is highly motivated and eager to learn.
• Possesses excellent communication and interpersonal skills.
• Is comfortable working independently and managing their time effectively.
• Has a strong work ethic and a positive attitude.
• Is willing to obtain a Life/Health License (we provide support and guidance).
• Has a reliable phone, laptop, and internet connection.
• Has a quiet, dedicated workspace.
• Can pass a standard background check.
• Values helping others.

No Experience? No Problem!

We welcome individuals from diverse backgrounds, including customer service, retail, healthcare, and military. We're committed to providing you with the necessary training and support to thrive in this role.

Ready to Start Your Journey?

If you're ready to take control of your career and make a real impact, we want to hear from you!

Let's build a successful future together!

#RemoteWork #SalesCareer #FinancialServices #NoColdCalling #TrainingProvided #WorkFromHome #CareerOpportunity #Hiring #SpencerFinancialGroup #Veterans #MilitarySpouses #FinancialAdvisor

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Customer Service

• Industries

  Financial Services, Business Consulting and Services, and Insurance

Referrals increase your chances of interviewing at The Spencer Financial Group by 2x

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