Insurance Producer

Spieldenner Financial Group • Milwaukee, WI

1d • Hybrid

About The Position

Spieldenner Financial Group is seeking a business partner to help revolutionize the Mortgage Protection Industry. The role involves serving clients by taking a deep dive into their financial situation, partnering with top-rated insurance companies to customize plans that provide personalized solutions to protect their largest asset (the ability to make an income), and contributing to a personal development company that aims to make a generational impact on clients, agents, and the community.

Requirements

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

Responsibilities

• Setting Appointments: 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: 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: 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: 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