Entry Level Sales - Training Provided
About The Position
Spieldenner Financial Group is a rapidly expanding insurance organization focused on agent support, quick payments, and minimal costs. The company's core mission is to serve and protect clients by conducting in-depth financial assessments and customizing insurance plans with top-rated carriers. These plans include mortgage protection, retirement savings, and safeguarding existing retirement accounts like 401ks and IRAs from market losses. The group emphasizes personal development, aiming to create a generational impact on clients, agents, and the community. They distinguish themselves with a "people-first" approach, offering extensive training, unparalleled benefits, and strong industry connections to ensure agent success both professionally and personally.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined individuals with a 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)
Benefits
- Unparalleled benefits
- Competitive bonus structure program
- Incentive trips agents/managers can qualify for based on their individual and team results
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
