Virtual Mortgage Sales Representative
2 weeks ago
Spieldenner Financial Group is seeking a talented business partner to join our team and help us transform the mortgage protection industry.
The Day-To-Day:
Setting Appointments: 6-8 hours per week: Reaching out to potential clients who have previously expressed interest in our company's services and scheduling meetings to discuss their mortgage protection needs.
Research: 4-5 hours per week: Conducting in-depth research to customize options that meet the client's financial needs in the event of a death or disability.
Meeting with Families: 2 days per week: Meeting with clients either virtually or in-person to present their options, discuss the details of the coverage, and facilitate the application process.
Administrative: 2 hours per week: Following up with insurance carriers to facilitate client applications through underwriting.
Requirements:
We are looking for individuals with a growth mindset, who are coachable, challenge-seeking, and self-disciplined. A passion for people is a must.
Our Mission:
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.
If you're looking for a company that shares your values and is committed to making a difference, we encourage you to explore this opportunity further.
*Equal opportunity, not equal outcome.*
No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.
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