Insurance Producer - Leadership Track

Spieldenner Financial Group • Houston, TX

3d • Hybrid

About The Position

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! This role involves setting appointments with potential clients who have previously requested coverage, researching their financial needs to customize options, meeting with families virtually or in-person to present coverage options and assist with applications, and following up with insurance carriers to facilitate client applications through underwriting.

Requirements

• Coachability
• Challenge-seeking
• Self-disciplined
• Growth mindset
• Passion for people is a MUST

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.

What This Job Offers

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