Remote Insurance Sales

About the role

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation. We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income. We grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community!

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

• Coachable
• Challenge‑seeking
• Self‑disciplined
• Growth mindset
• Passion for people (a must)

Schedule

• Setting Appointments: 6‑8 hours per week
• Research: 4‑5 hours per week
• Meeting with Families: 2 days per week (virtual or in‑person)
• Administrative: 2 hours per week