Job summary
Job post source
This job is directly from The Spencer Financial Group
Job overview
The Customer Service Specialist role at The Spencer Financial Group involves launching a remote sales career focused on helping clients with financial services, particularly veterans and military families, with significant growth and impact potential.
Responsibilities and impact
The specialist will connect with warm leads, conduct consultations via Zoom and phone, educate clients on financial products, participate in training, meet performance goals, and maintain client records to support company sales objectives.
Compensation and benefits
The job offers flexible remote work, weekly and monthly bonuses, performance incentives, paid trips for top performers, and comprehensive training and mentorship.
Experience and skills
Candidates should be motivated, have strong communication skills, work independently, be willing to obtain a Life/Health License, have reliable technology and workspace, and pass a background check; no prior financial experience is required.
Career development
The company provides career advancement opportunities including leadership roles and ongoing training to support long-term growth.
Work environment and culture
The Spencer Financial Group promotes a supportive, collaborative community focused on growth, flexibility, and making a meaningful impact for clients.
Company information
The Spencer Financial Group specializes in financial services for veterans, military spouses, and service-minded individuals, emphasizing empowerment and community support.
Job location and travel
This is a remote position allowing flexible scheduling and work from home.
Application process
Applicants are encouraged to start their journey by visiting www.SpencerFG.com to apply and learn more.
Unique job features
The role features no cold calling, real-time warm leads, full training and mentorship, and a focus on meaningful client impact.
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 your strong communication skills, motivation to learn, and ability to work independently, as these are key for the Customer Service Specialist role at The Spencer Financial Group.
Emphasize any experience with customer service, remote work, and your adaptability to learning new systems or processes, since training and mentorship are provided but a positive attitude and coachability are crucial.
Apply through multiple channels including The Spencer Financial Group’s corporate website and LinkedIn to maximize your chances of being noticed for this remote sales opportunity.
Connect with current employees or team members in the sales or customer service divisions at Spencer Financial Group on LinkedIn; open your message with ice breakers such as commenting on their recent posts about company culture or asking about their experience with the training program.
Optimize your resume for ATS by incorporating keywords from the job description like 'remote sales,' 'customer service,' 'financial services,' 'communication skills,' and 'self-motivated,' to ensure it passes initial automated screenings.
Use Jennie Johnson’s Power Apply feature to automate submitting tailored applications across multiple platforms and to identify relevant LinkedIn contacts to network with, saving you time and increasing your chances of landing the role.
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