Job summary
Job post source
This job is directly from The Spencer Financial Group
Job overview
The Account Executive role at The Spencer Financial Group involves remote client support and sales, focusing on guiding families through life insurance options to build rewarding careers.
Responsibilities and impact
The role requires engaging with interested individuals, conducting virtual consultations, meeting weekly performance goals, and participating in ongoing training and coaching.
Compensation and benefits
The job offers performance-based earnings, incentives, flexible scheduling, comprehensive training, mentorship, and a fully remote work environment.
Experience and skills
Candidates need strong communication skills, a positive mindset, a quiet home workspace, and willingness to earn a Life & Health Insurance License; experience in customer service, retail, healthcare, or military backgrounds is a plus but not required.
Career development
There is a clear path to advancement and leadership roles with ongoing training and professional development opportunities.
Work environment and culture
The company promotes a collaborative, encouraging environment with a focus on work-life balance and supporting diverse backgrounds including veterans and military spouses.
Company information
The Spencer Financial Group supports individuals seeking flexible, meaningful careers in client support and sales, providing tools, training, and team support for success.
Job location and travel
This is a fully remote position requiring a quiet home workspace and internet access.
Application process
Interested candidates are directed to visit www.SpencerFG.com to learn more and apply.
Unique job features
The job features warm leads only, comprehensive licensing guidance, and a fully remote independent contractor setup requiring licensure.
Company overview
The Spencer Financial Group is a financial services firm specializing in comprehensive wealth management, retirement planning, and insurance solutions for individuals, families, and businesses. The company generates revenue primarily through advisory fees, commissions on insurance products, and asset management services. Founded in 1999 and headquartered in Boston, it has built a reputation for personalized financial strategies and a client-centric approach. Notably, Spencer Financial Group partners with major financial institutions to offer a broad range of investment and insurance products. Candidates should be aware of the firm’s emphasis on long-term client relationships and its commitment to ongoing professional development for its advisors.
How to land this job
Position your resume to highlight strong communication skills, a positive and professional mindset, and any customer service or sales experience, as these are key for the Account Executive role at The Spencer Financial Group.
Emphasize your ability to work remotely, manage flexible schedules, and your willingness to obtain a Life & Health Insurance License, showcasing adaptability and commitment to professional growth.
Apply through multiple channels including The Spencer Financial Group's corporate website and LinkedIn to maximize your chances of being noticed by recruiters.
Connect with current employees or team members in the sales or client support divisions on LinkedIn, using ice breakers such as commenting on the company's remote work culture or asking about their experience with the licensing process.
Optimize your resume for ATS by incorporating keywords from the job description like 'remote work,' 'client support,' 'life insurance,' 'sales,' 'communication skills,' and 'training and coaching' to ensure it passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find LinkedIn contacts to network with, saving you time and increasing your chances of landing the job.
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