Insurance Broker (WFH)

Spieldenner Financial Group•Houston, TX
•Remote

About The Position

Spieldenner Financial Group is part of a fast-growing insurance organization focused on paying agents quickly, keeping costs minimal, and providing training and support. The Insurance Broker works with people seeking mortgage protection and other financial products, assessing clients’ needs and presenting customized coverage options. Client meetings may be held virtually or in person, at the agent’s choice. This is a commission-only sales position. The stated average commission on a mortgage protection product is approximately $600 per family protected. The company expects a full-time agent to sell 5 to 10 mortgage protection plans per week, though results are not guaranteed or necessarily typical. Agents may also offer financial products for retirement savings or protection of retirement accounts from stock market losses. Training is provided on these products and how to sell them. Compensation includes uncapped commission, a bonus structure, and incentive trips that agents and managers may qualify for based on individual and team results.

Requirements

  • Be coachable, self-disciplined, challenge-seeking, and have a growth mindset.

Responsibilities

  • Contact potential 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, discuss details, and assist with applications.
  • Follow up with insurance carriers to help client applications progress through underwriting.
  • Discuss and offer relevant mortgage protection and financial products, including products for retirement savings or protection of existing retirement accounts.

Benefits

  • Training and support
  • Uncapped commission
  • Competitive bonus structure
  • Incentive trips for qualifying agents and managers
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