Sales Associate (Remote)
About The Position
Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join its Mortgage Protection team. Team members help families protect their income by discussing mortgage protection coverage. The company provides mentorship, training, and support. The role involves contacting prospective clients who previously requested coverage, researching information they provide to customize coverage options for death or disability, meeting with families virtually or in person to present options and help them apply, and following up with insurance carriers to facilitate applications through underwriting. The position is designed to support work-life balance and is available in spare-time, part-time, and full-time schedules.
Requirements
- Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
Responsibilities
- Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
- Research client-provided information and customize coverage options for their financial needs in the event of death or disability.
- Meet with clients virtually or in person to present coverage options, discuss details, and help them apply.
- Follow up with insurance carriers to facilitate client applications through underwriting.
Benefits
- Mentorship, training, and support.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
