Mortgage Protection Broker
Spieldenner Group · Reno, NV · 2 wk ago
FinanceInternship
About the Role
Spieldenner Financial Group is looking for a business partner to 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 digging into 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 applications.
- Administrative: 2 hours per week following up with insurance carriers to facilitate client applications through underwriting.
Requirements
- Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
- Passion for people is a must.
About Us
- We serve people: Every week, we meet with clients (in person or virtually) to analyze their financial situation.
- We protect our clients: We partner with top-rated insurance companies to create personalized plans that safeguard their largest asset—their income.
- We grow: We are a personal development company that sells insurance, aiming to make a generational impact on clients, agents, and the community.