Entry Level Sales - Training Provided

Spieldenner Financial Group•Boise, ID

1d•Hybrid

About The Position

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, with a primary focus on ensuring agents are paid quickly, keeping costs minimal, and providing comprehensive training and support for success. The company is dedicated to serving and protecting clients by taking a deep dive into their financial situations and partnering with top-rated insurance companies to customize plans. These plans provide personalized solutions for mortgage protection, retirement savings, and safeguarding existing retirement accounts like 401ks and IRAs. Spieldenner Financial Group views itself as a personal development company that sells insurance, striving to make a generational impact on clients, agents, and the community. They maintain a people-first mentality, offering unparalleled benefits and industry connections to ensure agents have the resources to excel.

Requirements

Coachable
Challenge-seeking
Self-disciplined individuals
Growth mindset

Responsibilities

Setting Appointments: 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 (6-8 hours per week).
Research: 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 (4-5 hours per week).
Meeting with Families: meeting with clients either virtually or in-person to present their options, discuss the details of the coverage, and help them apply for coverage (2 days per week).
Administrative: following up with insurance carriers to facilitate client applications through underwriting (2 hours per week).