Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is seeking a business partner to help revolutionize the mortgage protection industry. The role involves setting appointments, researching client information, meeting with families to present coverage options, and facilitating applications through underwriting.
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
- Skill set isn't everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset
- Passion for people is a MUST
Benefits
- Meeting with clients either virtually or in-person (the choice is yours)
Company Overview