Virtual Insurance Sales Consultant

Spieldenner Financial Group • Omaha, NE

4d • Hybrid

About The Position

Spieldenner Financial Group is seeking a business partner to innovate within the Mortgage Protection Industry. The company focuses on serving people by deeply understanding their financial situations and protecting them through customized plans from top-rated insurance companies. They aim to safeguard clients' largest asset: their ability to earn an income. The organization also emphasizes personal development, striving to create 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 who have requested coverage and scheduling meetings to discuss mortgage protection coverage (6-8 hours per week).
• Research: Analyzing client-provided information to customize coverage options for death or disability (4-5 hours per week).
• Meeting with Families: Presenting options, discussing coverage details, and assisting clients with applications, either virtually or in-person (2 days per week).
• Administrative: 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
• Number of Employees: 1-10 employees