Summary
Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join its Mortgage Protection team. The Entry Level Sales role involves setting appointments, researching client information, meeting with families to present coverage options, helping them apply for coverage, and following up with insurance carriers during underwriting.
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
Skills
- We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position
- Spare time: This is a commitment of working 4-8 hours a week that can generate between $500 to $2,000 per month
- Part-time: This is a commitment of working 8-25 hours a week that can generate between $2,000 to $5,000 per month
- Full-Time: This is a true commitment and requires 25-50 hours per week that can generate between $10,000 to $20,000 per month
Qualifications
Must Haves
- We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position
- Spare time: This is a commitment of working 4-8 hours a week that can generate between $500 to $2,000 per month
- Part-time: This is a commitment of working 8-25 hours a week that can generate between $2,000 to $5,000 per month
- Full-Time: This is a true commitment and requires 25-50 hours per week that can generate between $10,000 to $20,000 per month
Benefits
- Extraordinary mentorship, training, and support
- Work from home role
- Flexible scheduling with spare-time, part-time, and full-time options
- Work-life balance
- The choice to meet with clients virtually or in-person