Remote Insurance Broker

Spieldenner Financial Group • Norfolk, VA

1d • Remote

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 information to customize options for death or disability protection, meeting with families virtually or in person to explain coverage and assist with applications, and following up with insurance carriers during underwriting. The schedule described includes 6–8 hours per week setting appointments, 4–5 hours per week researching, two days per week meeting with families, and two hours per week on administrative follow-up. The company emphasizes serving clients, providing personalized financial protection through insurance partners, and personal development. Agent earnings and results are not guaranteed and vary based on individual effort, use of the training and sales system, engagement with the lead system, and customers’ insurance needs in the selected geographic area.

Requirements

• Be coachable, challenge-seeking, self-disciplined, and growth-minded.
• Have a passion for people.

Responsibilities

• Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
• Research client-provided information to customize coverage options for financial needs in the event of death or disability.
• Meet with clients virtually or in person to present coverage options, discuss details, and help them apply.
• Follow up with insurance carriers to facilitate client applications through underwriting.

What This Job Offers

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