Remote Insurance Sales

Spieldenner Financial GroupAtlanta, GA
Remote

About The Position

Spieldenner Financial Group is seeking a business partner to innovate the Mortgage Protection Industry. The role involves serving clients by delving into their financial situations, protecting them by customizing plans with top-rated insurance companies to safeguard their income, and fostering personal growth within a company that prioritizes making a generational impact on clients, agents, and the community.

Requirements

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

Responsibilities

  • Setting Appointments: 6-8 hours per week reaching out to potential clients who have requested coverage and scheduling meetings to discuss mortgage protection.
  • Research: 4-5 hours per week analyzing client information to customize insurance options for death or disability.
  • Meeting with Families: 2 days per week meeting with clients virtually or in-person to present options, discuss coverage details, and assist with applications.
  • Administrative: 2 hours per week following up with insurance carriers to facilitate client applications through underwriting.
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