Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, focusing on agent compensation, low costs, training, and support. The Remote Sales role helps clients evaluate mortgage protection and other financial products by setting appointments, researching personalized options, meeting with families, 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
- We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position
Benefits
- Training and support needed to achieve success
- Agents have the resources they need to excel inside and outside of work
- 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
- Choice to meet with clients virtually or in-person
Company Overview