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Spieldenner Financial Group

Sells insurance to protect family income

Client Services Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeRockville, MD, USANo salary listedRemote

About the Job

Requirements

  • Willingness to learn and complete company training.
  • Self-discipline and ability to work with a flexible schedule.
  • Ability to follow and implement the company's training, sales, and lead systems.
  • For the licensed track, possession of an insurance license is required.

Responsibilities

  • Identify and meet clients' needs using the company's established process.
  • Help families protect themselves through insurance and financial protection programs.
  • Build long-term client relationships.
  • Assist families who have requested the company's services.
  • Engage with the company's lead system and insurance customers in the selected geographic areas.

About the Company

Spieldenner Financial Group

Sells insurance to protect family income

Spieldenner Financial Group sells mortgage protection and related insurance to families seeking to protect household income. Agents review a family's financial circumstances, explain coverage options that fit their needs and budgets and help customers apply for policies offered by insurance carriers. It also offers retirement-focused products for people planning future income or reviewing existing retirement accounts. Its business centers on commission-based insurance distribution, while carriers handle underwriting and agents follow applications through that process. Founded in 2013, Spieldenner Financial Group lists its headquarters in Asheville, North Carolina.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Asheville, NC
Founded
2013

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