Spieldenner Group · 4 hours ago
Insurance Sales Consultant
Spieldenner 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 discuss coverage options, 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
Qualification
Required
Skill set isn't everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset
Passion for people is a MUST