Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want to build a meaningful career while helping families protect what matters most—their income. The role involves connecting with clients, preparing personalized solutions, conducting consultations, and managing follow-up with insurance carriers to ensure a smooth underwriting process.

Responsibilities

• Connect with Clients (6–8 hrs/week)
• Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs
• Prepare Personalized Solutions (4–5 hrs/week)
• Analyze client information to tailor mortgage protection options that align with their financial goals and family needs
• Meet & Advise (2 days/week)
• Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications
• Manage Follow-Up (2 hrs/week)
• Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience

Skills

• Self-motivated and coachable individuals
• Strong work ethic and desire to grow
• Comfortable working independently
• Positive mindset and willingness to learn
• No prior experience required—we focus on attitude, discipline, and commitment

Benefits

• Comprehensive training and ongoing mentorship
• Proven systems and lead support
• Fully remote, flexible work environment
• Growth-focused culture with advancement opportunities

Company Overview