Insurance Producer jobs in United States
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Spieldenner Group ยท 18 hours ago

Insurance Producer

Spieldenner Financial Group is seeking independent, motivated individuals to join their Mortgage Protection team. The role involves helping American families protect their income through customized insurance options and requires setting appointments, researching client needs, meeting with families, and administrative follow-ups.

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

CoachableSelf-disciplinedChallenge-seekingGrowth mindset

Required

Coachable individuals
Challenge-seeking individuals
Self-disciplined individuals
Individuals with a growth mindset

Company

Spieldenner Group

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Spieldenner Group is a member of Symmetry Financial Group (SFG). SFG is the fastest growing financial services brokerage.

Funding

Current Stage
Growth Stage

Leadership Team

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Mary Boudreau
Chief Operating Officer
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Company data provided by crunchbase