The Spencer Financial Group · 17 hours ago
Customer Specialist
United States
Full-time
Remote
New Grad, Entry Level
$45K/yr - $50K/yrSpencer Financial Group is a company that empowers individuals to build a flexible, mission-driven career in the financial services industry. They are seeking self-motivated professionals to connect with clients, educate them on financial options, and customize solutions to meet their needs.
Financial Services
Hiring Manager
Gladys Rentura
Responsibilities
Connect with warm leads via phone and Zoom — absolutely no cold calling
Educate individuals and families on financial protection & insurance options
Customize solutions that align with each client's unique goals
Track and manage your pipeline through a simple, efficient CRM
Engage in weekly mentorship and training calls
Set and achieve income and impact goals that you define
Qualification
Required
Self-motivated professionals who value freedom and flexibility
Strong communicators who are coachable, proactive, and purpose-driven
Individuals who love helping others and making a meaningful impact
Must pass a background check and be able to obtain a Life/Health Insurance License (we'll guide you through the process)
Comfortable using Zoom and CRM platforms; must have reliable Wi-Fi and a quiet workspace
Benefits
No Cold Calling
Full Training Provided
Flexible Schedule
Unlimited Earnings Potential
World-Class Training
Performance-Based Income
Uncapped commissions
Bonuses
Incentive trips
Clear Advancement Path
Purpose-Driven Work
Supportive Team Culture
Company
The Spencer Financial Group
The Spencer Financial Group is a high-performance life insurance agency built on a foundation of integrity, innovation, and impact.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase