Sales (WFH)
Spieldenner Financial Group•Chicago, IL
•Remote
About The Position
Spieldenner Financial Group is seeking a business partner to help revolutionize the Mortgage Protection Industry. The role involves serving clients by understanding their financial situations, protecting them with customized insurance plans from top-rated companies, and contributing to a company focused on personal development and making a generational impact on clients, agents, and the community.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
- Passion for people
Responsibilities
- Setting Appointments: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
- 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.
- 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.
- Administrative: following up with insurance carriers to facilitate client applications through underwriting.
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
