Spieldenner Group ยท 2 days ago
Independent Financial Consultant
United States
Full-time
Remote
New Grad, Entry Level
$500/mo - $20,000/mo
0+ years expSpieldenner Group helps hard-working families protect what matters most through life, health, and financial solutions. They are seeking an Independent Financial Consultant to contact families, review client information, and provide personalized coverage options.
Financial Services
Hiring Manager
James Spieldenner
Responsibilities
Contact families who have already requested information and set appointments
Review client information and prepare personalized coverage options
Meet with families virtually or in person to explain options and complete applications
Follow up with carriers to move applications through underwriting
Training is flexible, self-paced, and supported by mentorship, tools, and team support
Qualification
Required
Coachable
Self-motivated
Growth mindset
Cares about helping others
Benefits
Bonuses, promotions, and incentive trips
Strong mentorship and people-first company culture
Company
Spieldenner Group
Spieldenner Group is a member of Symmetry Financial Group (SFG). SFG is the fastest growing financial services brokerage.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Boudreau
Chief Operating Officer
Company data provided by crunchbase