Remote Insurance Broker

Spieldenner Financial Group • Ann Arbor, MI

2d • Remote

About The Position

Spieldenner Financial Group is seeking a business partner to help revolutionize the Mortgage Protection Industry. This role involves setting appointments with potential clients who have previously requested coverage, researching their needs to customize financial solutions, meeting with families virtually or in-person to present options and facilitate applications, and performing administrative tasks to follow up with insurance carriers through underwriting. The company emphasizes personal development and aims to make a generational impact.

Requirements

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

Responsibilities

• Setting appointments with potential clients (6-8 hours per week).
• Researching client information to customize coverage options (4-5 hours per week).
• Meeting with clients virtually or in-person to present options and help them apply for coverage (2 days per week).
• Following up with insurance carriers to facilitate client applications through underwriting (2 hours per week).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed