Insurance Broker (WFH)

Spieldenner Financial Group • Albuquerque, NM

1d • Remote

About The Position

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, with a primary focus on ensuring agents are paid quickly, costs are kept minimal, and agents receive the necessary training and support for success. The company serves clients by conducting deep dives into their financial situations, protecting them by partnering with top-rated insurance companies to customize plans that safeguard their largest asset: their ability to earn an income. This includes helping people save for retirement or protect existing retirement accounts like 401ks and IRAs. The organization emphasizes a people-first mentality, providing unparalleled benefits and industry connections to ensure agents have the resources to excel. It also views itself as a personal development company committed to making a generational impact on clients, agents, and the community.

Requirements

• Coachable, challenge-seeking, self-disciplined individuals with a growth mindset

Responsibilities

• Setting Appointments: 6-8 hours per week: 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: 4-5 hours per week: 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: 2 days per week: 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: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

Benefits

• Unparalleled benefits and connections within the insurance industry
• Uncapped commission
• Competitive bonus structure program
• Incentive trips agents/managers can qualify for based on their individual and team results

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees