Entry Level Sales - Training Provided

Spieldenner Financial GroupBirmingham, AL
Hybrid

About The Position

Spieldenner Financial Group is seeking a business partner to join their team and help revolutionize the Mortgage Protection Industry. The role involves serving clients by understanding their financial situation and customizing insurance plans with top-rated companies to protect their income. The company emphasizes personal development and aims to make a generational impact on clients, agents, and the community. Training is provided for this entry-level sales position.

Requirements

  • Coachability
  • Challenge-seeking mindset
  • Self-disciplined
  • Growth mindset
  • Passion for people

Responsibilities

  • Setting Appointments: Reaching out to potential clients who have previously requested coverage and scheduling meetings to discuss mortgage protection.
  • Research: Analyzing client-provided information to customize coverage options for death or disability.
  • Meeting with Families: Presenting options, discussing coverage details, and assisting clients with applying for coverage, either virtually or in-person.
  • Administrative: Following up with insurance carriers to facilitate client applications through underwriting.
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