Remote Insurance Sales

Spieldenner Financial Group•Augusta, GA
•Remote

About The Position

Spieldenner Financial Group is seeking a business partner to help with its mortgage protection insurance business. The role involves contacting prospective clients who previously requested coverage, researching their information to tailor coverage options, meeting with families virtually or in person to discuss and apply for coverage, and following up with insurance carriers during underwriting. The company describes itself as focused on serving and protecting clients and on personal development. Agent results are not guaranteed and vary based on factors including effort, use of the training, sales, and lead systems, and local customer needs.

Requirements

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

Responsibilities

  • Contact potential clients who previously requested coverage and schedule appointments to discuss mortgage protection options (6–8 hours per week).
  • Research 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 two days per week, virtually or in person, to present options, discuss coverage, and help them apply.
  • Follow up with insurance carriers to facilitate client applications through underwriting (2 hours per week).
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