What are the responsibilities and job description for the Entry Level Sales | WFH position at Spieldenner Group?
Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry!
The Day-To-Day
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.
Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset
Passion for people is a MUST.
What We Do
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The Day-To-Day
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
Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset
Passion for people is a MUST.
What We Do
- 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!
- Equal opportunity, not equal outcome.
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