The Spencer Financial Group · 3 days ago
Sales Customer Support
Spencer Financial Group is a remote career opportunity provider in the financial services industry, dedicated to empowering individuals to build flexible, mission-driven careers. The role involves connecting with warm leads, educating clients on financial protection options, and customizing solutions to meet their goals.
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
Preferred
Individuals from all backgrounds — customer service, education, healthcare, hospitality, sales, military, stay-at-home parents, or recent grads
Benefits
Full Training Provided
Flexible Schedule
Unlimited Earnings Potential
Performance-Based Income
Uncapped commissions
Bonuses
Incentive trips
Clear Advancement Path
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.
Funding
Current Stage
Early StageCompany data provided by crunchbase