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Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry!
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.
Requirements:
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:
If you feel this might be the home you have been looking for. Click APPLY!
*Equal opportunity, not equal outcome.
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 the insurance needs of the customers in the geographic areas in which you choose to work.
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Full Time
$56k-73k (estimate)
09/12/2024
09/30/2024
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.
01/23/2022: Springfield, OH
Advisors do meeting with prospective new clients to earn the right to give them advice.
02/06/2022: Greenville, SC
Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors.
02/18/2022: Knoxville, TN
Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
02/13/2022: El Paso, TX
Ability to build relationships with client teams and key stakeholders.
03/25/2022: Houston, TX
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.
02/05/2022: Peoria, IL
Typically, clients meet with financial advisors once or twice quarterly though this depends on the advisor.
03/07/2022: Dallas, TX
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.
01/25/2022: Carson City, NV
Client advisots must be excellent communicators capable of leading a team.
03/06/2022: Stockton, CA
Step 3: View the best colleges and universities for Client Advisor.