Job summary
Job post source
This job is directly from The Spencer Financial Group
Job overview
The Customer Specialist role at The Spencer Financial Group involves supporting clients remotely by guiding them through life insurance options and contributing to sales and client support.
Responsibilities and impact
The job requires engaging with interested individuals, conducting virtual consultations, meeting weekly performance goals, and participating in ongoing training and coaching to support company goals.
Compensation and benefits
The position offers performance-based earnings, incentives, flexible scheduling, comprehensive training, mentorship, and a fully remote work environment, promoting work-life balance.
Experience and skills
Candidates need strong communication skills, a positive mindset, 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 fosters a collaborative, encouraging environment with support and mentorship, emphasizing flexibility and work-life balance.
Company information
The Spencer Financial Group supports diverse individuals including veterans and military spouses, focusing on client support and sales in the financial services sector.
Job location and travel
This is a fully remote position requiring a quiet home workspace with necessary technology and internet access.
Application process
Interested candidates are directed to visit www.SpencerFG.com to learn more and apply, with the role being an independent contractor position requiring licensure.
Unique job features
The job features warm leads only, comprehensive licensing guidance, and a fully remote work setup with flexible scheduling and performance-based incentives.
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 Customer Specialist role at The Spencer Financial Group.
Emphasize your adaptability, willingness to learn, and motivation to grow, since the company values coachable individuals ready to earn their Life & Health Insurance License and thrive in a remote environment.
Apply through multiple channels including the Spencer Financial Group corporate website, LinkedIn job listings, and other job boards where the position is posted to maximize your chances of being noticed.
Connect with current employees or team members in client support or sales divisions on LinkedIn. Use ice breakers such as asking about their experience with the training program, how they manage remote work-life balance, or expressing admiration for the company’s support of veterans and military spouses.
Optimize your resume for ATS by incorporating keywords from the job description like 'customer service,' 'remote work,' 'client support,' 'Life & Health Insurance License,' 'virtual consultations,' and 'performance goals' to ensure it passes initial screenings.
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