Virtual Insurance Sales Consultant

Spieldenner Financial Group • New Rochelle, NH

1d • Hybrid

About The Position

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! This role involves setting appointments with potential clients who have previously requested coverage, researching their needs to customize financial solutions, meeting with families virtually or in-person to present options and assist with applications, and following up with insurance carriers to process client applications through underwriting.

Requirements

• Coachable
• Challenge-seeking
• Self-disciplined
• Growth mindset
• Passion for people

Responsibilities

• Setting 6-8 appointments per week with potential clients.
• Researching client information to customize mortgage protection coverage options.
• Meeting with clients 2 days per week (virtually or in-person) to present options and help them apply for coverage.
• Following up with insurance carriers to facilitate client applications through underwriting (2 hours per week).

What This Job Offers

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