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Spieldenner Group · 6 days ago

Remote Consultant

United States

Contract

Remote

New Grad, Entry Level

Spieldenner Group is seeking a dynamic business partner to share their commitment to enhancing lives through family protection. The role involves setting appointments, researching client needs, meeting with families to discuss mortgage protection coverage, and handling administrative tasks related to client 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