Account Manager

16 hours ago


Cambridge, Massachusetts, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time
About the Role

We are seeking a highly motivated and independent individual to join our Mortgage Protection team as an Account Executive. As an Account Executive, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.

Key Responsibilities
  • Setting Appointments: Reach out to potential clients to schedule meetings to discuss their mortgage protection coverage.
  • Research: Gather information to customize options to meet clients' financial needs in the case of a death or disability.
  • Meeting with Families: Meet with clients to present options, discuss details, and help them apply for coverage.
  • Administrative: Follow up with insurance carriers to facilitate client applications through underwriting.
Qualifications

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong skill set is not everything for this position.

Work-Life Balance

This work-from-home role is designed to give you a healthy balance of work and life. We have immediate openings for various roles, including spare time, part-time, and full-time commitments.

About Us

Simple Solutions Financial Services is a part of the fastest-growing insurance organization in the country. We are among the INC 5000's fastest-growing private companies and have been voted Top Company Culture by Entrepreneur Magazine.

We are an equal opportunity employer, and we do not guarantee any particular results. Your level of success will be determined by your hard work, ability to follow our training and sales system, and the insurance needs of the customers in your area.


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