Entry Level Sales
About The Position
Spieldenner Financial Group is seeking a business partner to help its team 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 assist with applications, and following up with insurance carriers during underwriting. The company describes itself as focused on serving and protecting clients and on personal development. Agent success, earnings, and production results vary and are not guaranteed.
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.
- Review information provided by clients to customize 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
