Sales Consultant (Remote)
Spieldenner Group, Apex, NC, United States
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.
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 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.
Requirements 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.
#J-18808-Ljbffr
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 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.
Requirements 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.
#J-18808-Ljbffr