Insurance Broker (WFH)

Spieldenner Financial Group • Houston, TX

1d

About The Position

Spieldenner Financial Group is part of a fast-growing insurance organization focused on paying agents quickly, minimizing costs, and providing training and support. The Insurance Broker works with people seeking mortgage protection coverage, learns about their financial situations, presents customized insurance options, and helps them apply for coverage. Client meetings may be held virtually or in person, at the agent’s choice. The role also involves following up with insurance carriers during underwriting.

This is a commission-only sales position. The posting states that the average commission for a mortgage protection product is approximately $600 per family protected, and that a full-time agent is expected to sell 5 to 10 mortgage protection plans per week. Agents may also offer financial products for retirement savings and protection of existing retirement accounts. Earnings and sales results are not guaranteed and depend on factors including work put in, following the training and sales system, engaging with the lead system, and customer needs in the chosen geographic area.

Requirements

• Be coachable, challenge-seeking, self-disciplined, and growth-minded.

Responsibilities

• Reach out to potential clients who have previously requested coverage and schedule meetings to discuss mortgage protection.
• Research information provided by clients to customize 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 help them apply.
• Follow up with insurance carriers to facilitate client applications through underwriting.
• Offer mortgage protection and other financial products, including products for retirement savings and protection of existing retirement accounts.

Benefits

• Training and support
• Uncapped commission
• Competitive bonus structure
• Incentive trips for agents and managers who qualify based on individual and team results
• Resources and connections within the insurance industry

What This Job Offers

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