Insurance Broker (WFH)
About The Position
Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, prioritizing quick agent payments, minimal costs, and comprehensive training and support for agent success. The company focuses on serving clients by understanding their financial situations, protecting them with customized plans from top-rated insurance companies, and helping them save for retirement or protect existing retirement accounts like 401ks and IRAs. The organization emphasizes a "people-first mentality" and personal development, aiming to make a generational impact on clients, agents, and the community.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
Responsibilities
- Setting Appointments: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
- Research: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
- Meeting with Families: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
- Administrative: following up with insurance carriers to facilitate client applications through underwriting.
Benefits
- Unparalleled benefits
- Connections within the insurance industry
- Extensive training on how these products work and how to sell them
- Uncapped commission
- Competitive bonus structure program
- Incentive trips agents/managers can qualify for based on their individual and team results
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
