Insurance Consultant

Spieldenner Financial GroupCharlotte, NC
Hybrid

About The Position

This is a fast-growing financial services organization focused on helping families protect what matters most. The role prioritizes fast pay, low startup costs, and hands-on training to help individuals learn the role and build income from day one. Consultants work directly with families to help them understand their financial risks, protect their income and household, and choose coverage that fits their needs and budget. Training is provided to guide conversations, present options clearly, and support clients through the application process. This is a commission-only based sales position.

Requirements

  • Coachable and willing to learn
  • Self-motivated and goal-oriented
  • Comfortable working independently
  • Looking for flexibility and performance-based income
  • No prior experience required (training provided)

Responsibilities

  • Connect with individuals who have already requested information and schedule a time to review their coverage needs (6–8 hrs/week)
  • Review client information and prepare personalized coverage options based on their financial situation (4–5 hrs/week)
  • Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage (2 days/week)
  • Follow up on applications and communicate with insurance carriers as needed (2 hrs/week)
  • Guide conversations with clients
  • Present options clearly to clients
  • Support clients through the application process

Benefits

  • Flexible schedule (full-time or part-time)
  • Remote work with optional in-person meetings
  • Structured onboarding and ongoing training
  • Access to systems, tools, and support to help you succeed
  • Performance-based income with uncapped potential
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