Entry Level Sales - Training Provided

Spieldenner Financial Group • Louisville, KY

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About The Position

Spieldenner Financial Group is seeking a business partner to help serve clients in the mortgage protection industry. The role involves contacting prospective clients who previously requested coverage, researching their financial needs, meeting with families virtually or in person to present coverage options and assist with applications, and following up with insurance carriers during underwriting. The work also includes personal development and helping clients protect their ability to earn income.

Requirements

• Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
• Have a passion for people.

Responsibilities

• Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection options.
• Research client-provided information to customize coverage options for their financial needs in the event of death or disability.
• Meet with clients virtually or in person to present coverage options, discuss details, and help them apply.
• Follow up with insurance carriers to facilitate client applications through underwriting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed