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Spieldenner Group · 1 hour ago

Sales Associate

United States

Full-time, Part-time, Contract

Remote

New Grad, Entry Level

$500/mo - $2,000/mo

Spieldenner Group is seeking independent, motivated, career-minded individuals to join their Mortgage Protection team. The role involves setting appointments with potential clients, researching their financial needs, meeting with families to present coverage options, and handling administrative follow-ups 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