Note: The job is a remote job and is open to candidates in USA. Spieldenner Group is a fast-growing financial services organization focused on helping families protect what matters most. The role involves client outreach, preparation and research, client meetings, and light administrative tasks to assist families in understanding and choosing the right insurance coverage.
Responsibilities
- Connect with individuals who have already requested information and schedule a time to review their coverage needs
- Review client information and prepare personalized coverage options based on their financial situation
- Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage
- Follow up on applications and communicate with insurance carriers as needed
Skills
- Coachable and willing to learn
- Self-motivated and goal-oriented
- Comfortable working independently
- Looking for flexibility and performance-based income
- No prior experience required (training provided)
Benefits
- Flexible schedule (full-time or part-time)
- Remote work with optional in-person meetings
- Structured onboarding and ongoing training
- Access to systems, tools, and support to help you succeed
Company Overview
Spieldenner Group is a member of Symmetry Financial Group (SFG). SFG is the fastest growing financial services brokerage. It was founded in 2013, and is headquartered in Asheville, North Carolina, US, with a workforce of 51-200 employees. Its website is http://www.sfg1.com.