Remote Sales

Spieldenner Financial Group•Des Moines, IA

2d•Hybrid

About The Position

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, with a primary focus on ensuring agents are paid quickly, keeping costs minimal, and providing the necessary training and support for success. 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 offering premium financial products for retirement savings and account protection. Spieldenner Financial Group emphasizes a people-first mentality for its agents, offering unparalleled benefits and industry connections to foster success both professionally and personally. The organization views itself as a personal development company that also sells insurance, striving to make a generational impact on its 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