Insurance Producer

Spieldenner Financial Group • Milwaukee, WI

1d • Hybrid

About The Position

Spieldenner Financial Group is seeking a business partner to innovate within the Mortgage Protection Industry. The company focuses on serving and protecting clients by understanding their financial situations and customizing plans with top-rated insurance companies to safeguard their income. They emphasize personal development, aiming to create a generational impact on clients, agents, and the community. The role involves working with potential clients who have requested coverage, researching their information to create customized options for death or disability, meeting with families to present coverage details and assist with applications, and following up with insurance carriers.

Requirements

• Coachable
• Challenge-seeking
• Self-disciplined
• Growth mindset
• Passion for people

Responsibilities

• Setting Appointments: Reaching out to potential clients who have previously requested coverage and scheduling meetings to discuss mortgage protection coverage (6-8 hours per week).
• Research: Investigating client-provided information to customize options for financial needs in case of death or disability (4-5 hours per week).
• Meeting with Families: Presenting options, discussing coverage details, and assisting clients with applying for coverage, either virtually or in-person (2 days per week).
• Administrative: Following up with insurance carriers to facilitate client applications through underwriting (2 hours per week).

What This Job Offers

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