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Planet Professional
Salt Lake, UT | Full Time
$54k-70k (estimate)
1 Month Ago
Spieldenner Group INC
Salt Lake, UT | Full Time
$54k-71k (estimate)
2 Weeks Ago
Spieldenner Financial Group
Salt Lake, UT | Full Time
$54k-71k (estimate)
2 Weeks Ago
Veear
Salt Lake, UT | Full Time
$54k-71k (estimate)
10 Months Ago
Key Bank
Salt Lake, UT | Full Time
$79k-109k (estimate)
1 Month Ago
Client Advisor
$54k-71k (estimate)
Full Time 2 Weeks Ago
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Spieldenner Financial Group is Hiring a Client Advisor Near Salt Lake, UT

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.

Our proven system includes extraordinary mentorship, training, and support that allows our agents to have a competitive edge in the industry.

 

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.

Availability:

Work-life balance is the foundation on which this company was founded. This work from home role is designed to give you a healthy balance of the two. We have immediate openings for the following roles:

  • Spare time: This is a commitment of working 4-8 hours a week that can generate between $500 to $2,000 per month.*
  • Part-time: This is a commitment of working 8-25 hours a week that can generate between $2,000 to $5,000 per month.*
  • Full-Time: This is a true commitment and requires 25-50 hours per week that can generate between $10,000 to $20,000 per month.*

About Us:

Spieldenner Group is a part of the fastest-growing insurance organization in the country.

Among the INC 5000s fastest-growing private companies.

Voted Top Company Culture by Entrepreneur Magazine

If this sounds like a place you could plant your flag, we invite you to 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.

Job Summary

JOB TYPE

Full Time

SALARY

$54k-71k (estimate)

POST DATE

06/06/2024

EXPIRATION DATE

08/22/2024

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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.

Florida Southern College
Colby College
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University of Notre Dame
Western Washington University
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