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Virtual Sales Representative

2 months ago

Blue Springs, Missouri, United States Spieldenner Financial Group Full time
About the Role

Spieldenner Financial Group is seeking a highly motivated and coachable individual to join our team as a Virtual Sales Representative. As a key member of our organization, you will play a crucial role in helping us revolutionize the Mortgage Protection Industry.

Key Responsibilities
  • Client Outreach: Spend 6-8 hours per week reaching out to potential clients who have previously expressed interest in our mortgage protection coverage, scheduling appointments to discuss their options.
  • Research and Analysis: Dedicate 4-5 hours per week researching client information to customize mortgage protection solutions that meet their unique financial needs.
  • Client Meetings: Meet with clients 2 days per week, either virtually or in-person, to present their options, discuss coverage details, and facilitate the application process.
  • Administrative Support: Spend 2 hours per week following up with insurance carriers to ensure seamless underwriting and client onboarding.
Requirements

We are looking for individuals with a growth mindset, a passion for people, and a strong desire to learn and grow with our organization. If you are a self-disciplined and challenge-seeking individual who is eager to make a generational impact, we encourage you to apply.

About Us

At Spieldenner Financial Group, we serve people by providing personalized mortgage protection solutions that protect their largest asset: the ability to make an income. We partner with top-rated insurance companies to customize plans that meet our clients' unique needs. Our goal is to make a generational impact in the lives of our clients, agents, and community.

We are an equal opportunity employer and offer a unique opportunity for individuals to grow and develop their skills in a dynamic and supportive environment. If you are passionate about helping others and making a difference, we invite you to explore this opportunity further.