Financial Security Consultant

3 weeks ago


Boston, Massachusetts, United States Spieldenner Financial Group Full time

We are seeking a skilled Mortgage Protection Sales Expert to join our team at Spieldenner Financial Group.

The estimated annual salary for this position is $60,000 - $80,000, based on industry standards and market research in the insurance sector.

About the Role:

This role involves working closely with clients to understand their financial needs and provide tailored solutions to protect their income and assets.

Key Responsibilities:

  • Developing and implementing customized plans to meet each client's unique needs.
  • Providing exceptional customer service to ensure client satisfaction and retention.
  • Collaborating with cross-functional teams to ensure seamless execution of client applications.
  • Staying up-to-date with industry trends and developments to continuously improve services.

Qualifications:

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. Skill set isn't everything for this position.

Benefits:

We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work.

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