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Spieldenner Group · 1 month ago

Virtual Phone Sales

United States

Full-time, Contract

Remote

New Grad, Entry Level

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country, focused on supporting agents to achieve success. The role involves reaching out to potential clients, customizing insurance options, and meeting with families to discuss coverage details and applications.

Financial Services

Responsibilities

Setting Appointments: 6-8 hours per week: 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: 4-5 hours per week: 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: 2 days per week: 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: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting