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Virtual Mortgage Protection Sales Representative

2 months ago

Blue Springs, Missouri, 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 Virtual Mortgage Protection Sales Representative. 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: Reach out to potential clients to schedule meetings and 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 virtually or in-person to present options, discuss details, and facilitate applications.
  • Administrative Tasks: Follow up with insurance carriers to facilitate client applications through underwriting.
Requirements

We are looking for individuals with a growth mindset, who are coachable, self-disciplined, and passionate about helping people. If you have a passion for people and a desire to make a generational impact, we encourage you to apply.

We serve people by taking a deep dive into their financial situations, protect our clients by partnering with top-rated insurance companies, and grow by striving to make a lasting impact in the lives of our clients, agents, and community.

We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected characteristic. Your success will be determined by your ability to follow our training and sales system, as well as the insurance needs of our clients.