Sales Representative

Summary

Spieldenner Financial Group is an insurance organization seeking independent, motivated individuals to join its Mortgage Protection team. The Sales Representative will set appointments, research client information, meet with families to present coverage options and assist with applications, and follow 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

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

Benefits

• Extraordinary mentorship, training, and support
• Work-from-home role
• Work-life balance
• Choice to meet with clients virtually or in person