Business Development Associate

6 days ago


Medford, Oregon, United States Spieldenner Financial Group Full time
About the Role

We are seeking a highly motivated and coachable individual to join our team as a Business Development Associate. As a key member of our team, you will play a crucial role in helping us revolutionize the Mortgage Protection Industry.

Key Responsibilities
  • Client Outreach: Establish and maintain relationships with potential clients, scheduling appointments to discuss their mortgage protection coverage needs.
  • Research and Analysis: Conduct thorough research to customize options that meet clients' financial needs in the event of a death or disability.
  • Client Meetings: Meet with clients to present options, discuss details, and facilitate the application process.
  • Administrative Support: Provide administrative assistance, including following up with insurance carriers to facilitate client applications.
Requirements

We are looking for individuals with a growth mindset, who are coachable, self-disciplined, and passionate about helping people. If you have a strong desire to learn and grow with our company, we encourage you to apply.

About Us

At Spieldenner Financial Group, we serve people by taking a deep dive into their financial situations. We protect our clients by partnering with top-rated insurance companies to customize a plan that provides a personalized solution. We grow by making a generational impact in the lives of our clients, agents, and community.

We are an equal opportunity employer and offer a competitive compensation package. If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply.



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