Virtual Insurance Sales Consultant

Spieldenner Financial Group • Midland, TX

2d

About The Position

Spieldenner Financial Group is seeking a business partner to help grow its mortgage protection business. The role involves contacting prospective clients who have previously requested coverage, researching their circumstances to tailor insurance options, meeting with families virtually or in person to discuss coverage and assist with applications, and following up with insurance carriers during underwriting. The posting describes these activities as a weekly schedule: 6–8 hours for setting appointments, 4–5 hours for research, two days for client meetings, and two hours for administration. Success and earnings are not guaranteed and depend on factors including effort, use of the company's training and sales system, engagement with its lead system, and customers' insurance needs.

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.
• 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, discuss 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