Sales Position - Agency Development Track

Summary

Spieldenner Financial Group is expanding its team to help families protect their income and financial well-being. The Sales Position - Agency Development Track involves connecting with prospective clients, preparing personalized mortgage protection solutions, conducting consultations, and managing follow-up through the underwriting process.

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—we focus on attitude, discipline, and commitment

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—we focus on attitude, discipline, and commitment

Benefits

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