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Virtual Sales Representative

2 months ago


Bend, Oregon, United States Spieldenner Financial Group Full time
Job Overview

Spieldenner Financial Group is seeking a highly motivated and results-driven professional 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: Establish and maintain relationships with potential clients, scheduling appointments to discuss their mortgage protection coverage needs.
  • Research and Analysis: Conduct thorough research to understand clients' financial situations, providing personalized solutions to meet their needs.
  • Client Meetings: Meet with clients virtually or in-person to present options, discuss coverage details, and facilitate the application process.
  • Administrative Support: Provide administrative assistance, including follow-up with insurance carriers to facilitate client applications.
Requirements

We are seeking a coachable, challenge-seeking, and self-disciplined individual with a growth mindset. A passion for people and a strong desire to make a positive impact are essential.

Our Mission
  • We Serve People: We take the time to understand our clients' financial situations, providing personalized solutions to protect their largest asset: the ability to make an income.
  • We Protect Our Clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution to protect their financial well-being.
  • We Grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community.
What We Offer

We are committed to providing a supportive and dynamic work environment that fosters growth and development. If you are a motivated and results-driven professional looking for a challenging and rewarding opportunity, we encourage you to apply.