Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is part of a fast-growing insurance organization that provides mortgage protection solutions to American families. The company is seeking independent, motivated sales professionals to set appointments, research client needs, meet with families to present coverage options, and support applications through underwriting, with training and mentorship provided.
Responsibilities
- Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage
- Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability
- Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage
- Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting
Skills
- We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position
Benefits
- Extraordinary mentorship, training, and support
- Work from home role
- Meeting with clients either virtually or in-person (the choice is yours)
- Work-life balance
Company Overview