Spieldenner Group · 1 week ago
Insurance Sales
Lawrenceville, GA
Full-time, Contract
Hybrid
New Grad, Entry LevelSpieldenner Financial Group is looking for a business partner to help revolutionize the Mortgage Protection Industry. The role involves setting appointments, researching client information, meeting with families to present coverage options, and managing 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
Qualification
Required
Coachable individuals
Challenge-seeking individuals
Self-disciplined individuals
Individuals with a growth mindset
Passion for people
Company
Spieldenner Group
Spieldenner Group is a member of Symmetry Financial Group (SFG). SFG is the fastest growing financial services brokerage.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Boudreau
Chief Operating Officer
Company data provided by crunchbase