Client Services Advisor
About the role
Spieldenner Financial Group is seeking independent, motivated, career‑minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest asset: the ability to make an income. The role includes extraordinary mentorship, training, and support that gives agents a competitive edge in the industry.
Responsibilities
- Setting Appointments (6‑8 hours per week): Reach out to potential clients who have previously requested coverage and schedule a time to discuss their mortgage protection coverage.
- Research (4‑5 hours per week): Review the information provided by the client to customize options that meet their financial needs in the case of death or disability.
- Meeting with Families (2 days per week): Meet with clients either virtually or in‑person (your choice) to present options, discuss coverage details, and help them apply.
- Administrative (2 hours per week): Follow up with insurance carriers to facilitate client applications through underwriting.
Qualifications
- Coachable, challenge‑seeking, self‑disciplined individuals with a growth mindset.
- Skill set isn’t everything for this position; attitude and willingness to learn are essential.
Availability & Schedule
This work‑from‑home role is designed to give you a healthy work‑life balance.
- Spare time: 4‑8 hours per week.
- Part‑time: 8‑25 hours per week.
- Full‑time: 25‑50 hours per week.
Compensation
- Spare time: $500 – $2,000 per month.
- Part‑time: $2,000 – $5,000 per month.
- Full‑time: $10,000 – $20,000 per month.
Benefits
- Extraordinary mentorship, training, and ongoing support.
- Work‑from‑home flexibility.
- Emphasis on work‑life balance.
About Us
Spieldenner Group is part of the fastest‑growing insurance organization in the country, listed among the INC 5000 fastest‑growing private companies. It has been voted Top Company Culture by Entrepreneur Magazine and recognized by Forbes Magazine’s “25 Companies Hiring The Most High‑Paying Jobs In 2024.”
Equal opportunity is a core value; individual success varies based on effort, implementation of training, and market conditions.