Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join their Mortgage Protection team. The role involves setting appointments, researching client needs, meeting with families to present coverage options, and handling administrative follow-ups with insurance carriers.

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

Benefits

• Extraordinary mentorship, training, and support
• Work from home role
• Work-life balance is the foundation on which this company was founded

Company Overview