Client Advisor

Spieldenner Financial Group
Helena, MT, US
Full-time
Quick Apply

Spieldenner Financial Group is a part of 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.

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. Powered by JazzHR

30+ days ago
Related jobs
Spieldenner Financial Group
Helena, Montana

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 clien...

Promoted
Ed Smith - State Farm Agent
Billings Metropolitan Area, MT, US

Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Use a customer-focused, needs-based review process to educate customers about insurance options. Service can include responding to inquiries regarding insurance availabi...

Promoted
Angela Stiller Farmers Insurance & Financial Services Agency
Billings Metropolitan Area, MT, US

Full Time Customer Service Rep. Verify phone numbers, addresses and email addresses with each customer contact and update customer information. Process customer policy change requests. Schedule appointments for sales staff to meet prospective customers. ...

Promoted
Lincoln Financial Group
Helena, Montana

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees. Requisition #:** 73822**The Role at a Glance**We are ...

Promoted
Oracle
Helena, Montana

Key characteristics of Oracle Functional Consultants are finding the joy in connecting the dots between people, processes, and technology, taking pride in accomplishing your mission for the client with time to spare, and thriving in a collaborative environment with a diverse team of consultants work...

Promoted
Farther
Billings Metropolitan Area, MT, US

As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. As a pioneering member of Farther's advisor team, this is more than just a run of the mill wealth management opportunity - it's an opportunity to ...

Lithia & Driveway
Helena, Montana

As a Service Advisor you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records. EXPERIENCED Serv...

Family Dollar
Helena, Montana

As a Family Dollar Customer Service Representative you will be responsible for providing exceptional service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions, and answering questions regarding the store and merchandise...

OSL Retail Services
Helena, Montana

Opportunity Awaits! Calling all tech-savvy go-getters looking for a Sales Role where the commission is uncapped. At OSL, we’re industry innovators committed to revolutionizing the retail sales landscape, and we're growing! We are looking for a dynamic M. As a successful Mobile Expert, you'll instant...

Avantax Planning Partners
MT, United States

The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. Cetera Financial Group ® ("Cetera") is a leading network of independent retail broke...