Entry Level Sales | WFH

Spieldenner Financial Group • Lubbock, TX

2d • Remote

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 information to tailor coverage options, meeting with families virtually or in person to present options and assist with applications, and following up with insurance carriers during underwriting. The work is described as approximately 6–8 hours per week setting appointments, 4–5 hours per week researching, two days per week meeting with clients, and two hours per week on administration. The company partners with insurance providers to offer personalized coverage intended to protect clients’ ability to make an income. Success and earnings are not guaranteed and depend on factors including effort, use of the company’s training and sales system, engagement with its lead system, and customer insurance needs in the agent’s chosen geographic area.

Requirements

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

Responsibilities

• Contact potential clients who previously requested coverage and schedule appointments to discuss mortgage protection.
• Research client-provided information to customize coverage options for 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.

What This Job Offers

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