Work From Home Sales
About The Position
Spieldenner Financial Group is seeking a business partner to innovate the Mortgage Protection Industry. The role involves engaging with potential clients who have requested coverage, researching their financial information to create customized mortgage protection plans for death or disability, and presenting these options to families either virtually or in-person. The position also includes administrative tasks such as following up with insurance carriers to process applications. The company focuses on serving and protecting clients through partnerships with top-rated insurance companies, and emphasizes personal development to make a generational impact on clients, agents, and the community.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined individuals with a growth mindset
- Passion for people is a MUST
Responsibilities
- Setting Appointments: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
- Research: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
- Meeting with Families: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
- Administrative: following up with insurance carriers to facilitate client applications through underwriting
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
