Sales Consultant – Insurance Services

Spieldenner Financial Group•Port St. Lucie, FL

About The Position

Spieldenner Financial Group is part of a fast-growing insurance organization focused on paying agents quickly, minimizing costs, and providing training and support. Sales Consultants work with families to understand their financial situations and present customized insurance options designed to protect their ability to earn income. Client meetings may be conducted virtually or in person, at the agent’s choice. This is a commission-only sales position. The stated average commission on a mortgage protection product is approximately $600 per family protected. The company expects a full-time agent to sell 5 to 10 mortgage protection plans per week, but results are not typical, guaranteed, or expected for every agent. Earnings and production depend on factors including effort, use of the training and sales system, engagement with the lead system, and customer needs in the agent’s chosen geographic area. Agents may also sell financial products for retirement savings or protection of existing retirement accounts. Training is provided on these products and how to sell them. Uncapped commissions, a bonus program, and incentive trips based on individual and team results are also offered.

Requirements

  • Be coachable, self-disciplined, and willing to take on challenges.
  • Have a growth mindset.

Responsibilities

  • Reach out to potential clients who previously requested coverage and schedule appointments to discuss mortgage protection coverage (6–8 hours per week).
  • Research information provided by clients to customize options for their financial needs in the event of death or disability (4–5 hours per week).
  • Meet with clients in person or virtually, present coverage options, discuss coverage details, and help clients apply (2 days per week).
  • Follow up with insurance carriers to facilitate client applications through underwriting (2 hours per week).

Benefits

  • Training and support for agents.
  • Uncapped commission.
  • Competitive bonus structure.
  • Incentive trips that agents or managers may qualify for based on individual and team results.
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