Insurance Producer - Leadership Track

About the Role

Spieldenner Financial Group is seeking a motivated individual to join us as a business partner and help revolutionize the Mortgage Protection Industry.

Responsibilities

• Setting Appointments: 6-8 hours per week reaching out to potential clients who have previously requested coverage and scheduling meetings to discuss their mortgage protection options.
• Research: 4-5 hours per week analyzing client-provided information to customize coverage options that meet their financial needs in case of death or disability.
• Meeting with Families: 2 days per week meeting with clients (virtually or in-person) to present options, discuss coverage details, and assist with the application process.
• Administrative: 2 hours per week following up with insurance carriers to facilitate client applications through underwriting.

Requirements

• Coachable, challenge-seeking, and self-disciplined with a growth mindset.
• A passion for people is essential.

About Us

• We serve people: Every week, we meet with clients (in person or virtually) to deeply understand their financial situation.
• We protect our clients: We partner with top-rated insurance companies to create personalized plans that safeguard their largest asset—their ability to earn an income.
• We grow: We are a personal development company that happens to sell insurance, striving to make a generational impact in the lives of our clients, agents, and community.