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Business Development Associate

2 months ago

Hickory, North Carolina, 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 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 the application process.
  • Administrative Support: Provide administrative assistance, including following up with insurance carriers to facilitate client applications through underwriting.
Requirements

We are looking for a coachable, challenge-seeking, and self-disciplined individual with a growth mindset. A passion for people is essential, as you will be working closely with clients to understand their financial situations and provide personalized solutions.

Company Culture
  • We Serve People: We take the time to understand our clients' financial situations and provide tailored 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 plans that provide a personalized solution to meet their needs.
  • We Grow: We are a personal development company that sells insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community.
What We Offer

We are an equal opportunity employer, and we believe in providing a supportive and inclusive work environment. While success is not guaranteed, we provide the tools and training necessary for our agents to achieve their goals. If you are a motivated and results-driven individual who is passionate about helping others, we encourage you to apply.