Remote Sales
About The Position
Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, with a primary focus on supporting agents through quick payments, minimal costs, and comprehensive training. The company's mission involves serving clients by conducting deep dives into their financial situations, partnering with top-rated insurance companies to create personalized plans that protect their income, and assisting them in saving for retirement or safeguarding existing retirement accounts like 401ks and IRAs. The organization prides itself on a 'people-first mentality' and operates as a personal development company that also sells insurance, striving to make a generational impact on clients, agents, and the community.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
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
Benefits
- Unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work
- Competitive bonus structure program
- Incentive trips agents/managers can qualify for based on their individual and team results
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
