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 Sales Consultant will schedule appointments, research client information, meet with families to present insurance options, assist with applications, and follow up with insurance carriers during 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
- Meet with clients either virtually or in-person (the choice is yours)
- Personal development opportunities and training through the company’s training and sales system
Company Overview