Work From Home Sales

Spieldenner Financial Group • Phoenix, AZ

1d • Remote

About The Position

Spieldenner Financial Group is seeking a business partner to innovate the Mortgage Protection Industry. The role involves engaging with potential clients who have requested coverage, researching their financial information to customize protection options for death or disability, and presenting these options either virtually or in-person. The company focuses on serving and protecting clients by partnering with top-rated insurance companies to provide personalized solutions. They also emphasize personal development, aiming to create a generational impact on clients, agents, and the community.

Requirements

• Coachable
• Challenge-seeking
• Self-disciplined individuals with a growth mindset
• Passion for people

Responsibilities

• Setting Appointments: reaching out to potential clients that have previously requested coverage and scheduling a time to meet with them to discuss their mortgage protection coverage (6-8 hours per week).
• 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 (4-5 hours per week).
• Meeting with Families: meeting with clients either virtually or in-person to present their options, discuss the details of the coverage, and help them apply for coverage (2 days per week).
• Administrative: following up with insurance carriers to facilitate client applications through underwriting (2 hours per week).

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees