Entry Level Sales - Training Provided

Summary

Spieldenner Financial Group is expanding its team to help families protect their income and financial security. The Entry Level Sales professional will connect with prospective clients, prepare personalized mortgage protection solutions, conduct consultations, assist with applications, and manage follow-up through underwriting.

Responsibilities

• Connect with Clients (6–8 hrs/week) Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs
• Prepare Personalized Solutions (4–5 hrs/week) Analyze client information to tailor mortgage protection options that align with their financial goals and family needs
• Meet & Advise (2 days/week) Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications
• Manage Follow-Up (2 hrs/week) Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience

Skills

• Self-motivated and coachable individuals
• Strong work ethic and desire to grow
• Comfortable working independently
• Positive mindset and willingness to learn
• No prior experience required

Qualifications

Must Haves

• Self-motivated and coachable individuals
• Strong work ethic and desire to grow
• Comfortable working independently
• Positive mindset and willingness to learn
• No prior experience required

Benefits

• Comprehensive training and ongoing mentorship
• Proven systems and lead support
• Fully remote, flexible work environment
• Growth-focused culture with advancement opportunities
• Conduct virtual or in-person consultations (your choice)