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 focused on supporting agents and serving clients. The Remote Sales Representative will schedule appointments, research client information, meet with families to present mortgage protection and financial product options, and facilitate 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
- We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset
Benefits
- Training and support needed to achieve success
- The choice to meet with clients virtually or in-person
- Extensive training on how premium financial products work and how to sell them
- Uncapped commission
- Competitive bonus structure program
- Incentive trips agents/managers can qualify for based on their individual and team results
Company Overview