Remote Insurance Broker
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 have requested coverage, researching their information to tailor coverage options, meeting with families virtually or in person to explain coverage and assist with applications, and following up with insurance carriers during underwriting. The company describes itself as focused on serving and protecting clients and on personal development and community impact. Agent success, earnings, and production are not guaranteed and depend on factors including effort, use of the training and sales system, engagement with the lead system, and insurance needs in the agent’s chosen geographic area.
Requirements
- Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
- 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 for coverage.
- Follow up with insurance carriers to facilitate client applications through underwriting.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
