Virtual Insurance Sales Consultant

Spieldenner Financial Group • Midland, TX

13h

About The Position

Spieldenner Financial Group is seeking a business partner to help serve clients in the mortgage protection industry. The role involves contacting prospective clients who have previously requested coverage, researching their financial information to customize coverage options, meeting with families virtually or in person to present options and assist with applications, and following up with insurance carriers during underwriting. The posting describes weekly activities of 6–8 hours for setting appointments, 4–5 hours for research, meetings with families two days per week, and two hours for administrative work. The company describes its work as serving clients, partnering with top-rated insurance companies to provide personalized protection for clients’ ability to earn income, and supporting personal development and growth. Success and earnings are not guaranteed and depend on factors including effort, use of the training and sales system, engagement with the lead system, and customer insurance needs in the chosen geographic area.

Requirements

• Coachable, challenge-seeking, self-disciplined, and growth-minded.
• Passion for people.

Responsibilities

• Contact potential 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