Insurance Producer - Leadership Track

Spieldenner Financial Group•Minneapolis, MN

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 previously requested coverage, researching their information to customize coverage options, meeting with families virtually or in person to discuss options and help them apply, and following up with insurance carriers during underwriting. The company describes itself as focused on personal development and serving clients, agents, and the community. Agent success, earnings, and production are not guaranteed and depend on factors including effort, use of the training and sales system and lead system, and customers’ insurance needs in the selected geographic area.

Requirements

  • Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
  • Have a passion for people.

Responsibilities

  • Contact potential clients who previously requested coverage and schedule appointments to discuss mortgage protection coverage (6–8 hours per week).
  • Review client-provided information and customize options to address financial needs in the event of death or disability (4–5 hours per week).
  • Meet with clients virtually or in person two days per week to present coverage options, discuss details, and help them apply.
  • Follow up with insurance carriers to facilitate client applications through underwriting (2 hours per week).
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