Remote Insurance Sales
About The Position
Spieldenner Financial Group is seeking a business partner to help serve clients seeking mortgage protection coverage. The role involves contacting prospective clients who have previously requested coverage, researching their information to tailor options to their financial needs in the event of death or disability, and meeting with families to present coverage choices and assist them with applications. Meetings may take place virtually or in person, at the agent’s choice. The role also includes following up with insurance carriers to facilitate applications through underwriting. The posting describes a weekly workload of 6–8 hours for setting appointments, 4–5 hours for research, meetings with families two days per week, and 2 hours for administrative follow-up. The company describes itself as focused on serving and protecting clients, personal development, and making a generational impact. Earnings and production results are not guaranteed and vary based on factors including effort, use of the company’s training and sales system and lead system, and insurance needs in the agent’s chosen geographic area.
Requirements
- Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
- Have a passion for people.
Responsibilities
- Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
- Research client-provided information to customize options to their financial needs in the event of death or disability.
- Meet with clients virtually or in person to present coverage options, discuss details, and help them apply for coverage.
- Follow up with insurance carriers to facilitate client applications through underwriting.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
