Financial Security Consultant

2 weeks ago


New Franken, Wisconsin, United States Spieldenner Financial Group Full time
Key Responsibilities
  • Scheduling Appointments: Reach out to potential clients (6-8 hours/week) to schedule meetings and discuss mortgage protection coverage.
  • Research: Invest time (4-5 hours/week) to understand client needs and tailor options to meet their financial requirements.
  • Client Meetings: Meet with families (2 days/week) to present options, discuss details, and facilitate applications.
  • Administrative Tasks: Follow up with carriers (2 hours/week) to expedite client applications through underwriting.

In addition to these responsibilities, successful candidates will engage with our lead system and effectively implement our training and sales strategies to drive results.


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