Virtual Insurance Sales Consultant jobs in United States
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Spieldenner Group · 4 hours ago

Virtual Insurance Sales Consultant

Spieldenner Group is seeking independent, motivated, career-minded individuals to join their Mortgage Protection team. The role involves setting appointments, researching client needs, meeting with families to discuss 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

Qualification

Sales skillsClient communicationCoachableSelf-disciplinedGrowth 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