Full-Time

Client Services Advisor

Spieldenner Financial Group

Spieldenner Financial Group

No salary listed

Bowie, MD, USA

Remote

Category
Customer Experience & Support (1)
Required Skills
Sales
Requirements
  • Willingness to learn and complete training to become an insurance enrollment specialist.
  • Self-discipline to work effectively with a flexible schedule.
  • Ability to follow and implement the company's training and sales system.
  • Ability to engage with the lead system and serve insurance customers in the geographic areas where the agent chooses to work.
Responsibilities
  • Identify and meet clients' financial protection needs using the company's established process.
  • Help families protect themselves through comprehensive, budget-conscious financial programs.
  • Build long-term client relationships.
  • Assist families who have requested help with financial protection needs.
Spieldenner Financial Group

Spieldenner Financial Group

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Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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