Entry Level Sales - Training Provided
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 have previously requested coverage, researching their financial information to customize coverage options, meeting with families virtually or in person to present options and help them apply, and following up with insurance carriers to move applications through underwriting. The company describes itself as focused on serving and protecting clients through personalized insurance solutions, while emphasizing personal development and growth.
Requirements
- Be coachable, challenge-seeking, self-disciplined, and growth-minded.
- Have a passion for people.
Responsibilities
- Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
- Research information provided by clients 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, explain details, and help them apply.
- Follow up with insurance carriers to facilitate client applications through underwriting.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
