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 our Mortgage Protection team. The role involves setting appointments, researching client needs, meeting with families to discuss coverage options, and handling administrative follow-ups.
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 individuals
- Challenge-seeking individuals
- Self-disciplined individuals
- Individuals with a growth mindset
Benefits
- Extraordinary mentorship, training, and support that allows our agents to have a competitive edge in the industry
- Work-life balance is the foundation on which this company was founded
- Meeting with clients either virtually or in-person (the choice is yours)
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.