Sales (WFH | US Only)

Spieldenner Financial Group • Clermont, FL

1d • Remote

About The Position

Spieldenner Financial Group is seeking a business partner to help serve clients seeking mortgage protection coverage. The role involves contacting prospective clients who have previously requested coverage, learning about their financial needs, presenting customized coverage options, and assisting them with applications. Client meetings may be held virtually or in person, at the agent’s choice. The role also includes following up with insurance carriers during underwriting.

The posting describes weekly activities as approximately 6–8 hours of appointment setting, 4–5 hours of client research, meetings with families two days per week, and 2 hours of administrative follow-up. The company describes its work as helping clients protect their income and largest asset, while emphasizing personal development and growth. Earnings and production results are not guaranteed and vary based on factors including effort, use of the training and sales system, lead-system 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 potential clients who previously requested coverage and schedule appointments to discuss mortgage protection.
• Research client-provided information 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.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed