Remote Sales

Spieldenner Financial GroupMcKinney, TX
Remote

About The Position

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! This role involves setting appointments with potential clients, researching their needs to customize coverage options, meeting with clients virtually or in-person to present solutions, and following up with insurance carriers to facilitate applications. Spieldenner Financial Group emphasizes personal development and aims to make a generational impact.

Requirements

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

Responsibilities

  • Setting appointments with potential clients (6-8 hours per week).
  • Researching client information to customize mortgage protection coverage options (4-5 hours per week).
  • Meeting with clients (virtually or in-person) to present options, discuss coverage, and assist with applications (2 days per week).
  • Following up with insurance carriers to facilitate client applications through underwriting (2 hours per week).
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