Entry Level Sales | WFH
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 previously requested coverage, researching their financial information to customize coverage options, meeting with families virtually or in person to explain options and assist with applications, and following up with insurance carriers during underwriting. The company describes its work as serving and protecting clients through personalized plans from insurance partners, while emphasizing personal development and impact in the community. Agent success and earnings are not guaranteed and depend on individual effort, use of the training and sales system and 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
- Reach out to prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
- Review client-provided information and 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
