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Spieldenner Group · 1 month ago

PT/FT Sales Rep - Work from home

United States

Full-time, Contract

Remote

New Grad, Entry Level

Spieldenner Financial Group is looking for a business partner to help revolutionize the Mortgage Protection Industry. The role involves setting appointments, researching client needs, meeting with families to present insurance options, and administrative follow-up with insurance carriers.

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