Sales (WFH)

Spieldenner Financial Group•Scranton, PA
•Remote

About The Position

Spieldenner Financial Group is seeking a business partner to help its work in the mortgage protection industry. The role involves contacting prospective clients who previously requested coverage, researching their information to tailor coverage options, meeting with families virtually or in person to present options and assist with applications, and following up with insurance carriers during underwriting. The described activities total approximately 12–15 hours per week, plus two days per week meeting with clients. The company describes its work as serving clients, partnering with highly rated insurance companies to develop personalized coverage, and supporting personal development and community impact. Agent results are not guaranteed and can vary based on factors including effort, use of the training and sales system, lead engagement, and customer insurance needs in the selected geographic area.

Requirements

  • Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
  • Have a passion for people.

Responsibilities

  • Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection coverage.
  • Research information provided by clients to customize options for their financial needs in the event of death or disability.
  • Meet with clients virtually or in person to present coverage options, explain details, and help them apply for coverage.
  • Follow up with insurance carriers to facilitate client applications through underwriting.
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