Spieldenner Financial Group is seeking independent, motivated individuals to join their Mortgage Protection team. The role involves setting appointments, researching client needs, meeting with families to present coverage options, and managing administrative tasks related to client applications.
Responsibilities
- Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage
- Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability
- Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage
- Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting
Skills
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
Company Overview
Spieldenner Group is a member of Symmetry Financial Group (SFG). SFG is the fastest growing financial services brokerage. It was founded in 2013, and is headquartered in Asheville, North Carolina, US, with a workforce of 51-200 employees. Its website is http://www.sfg1.com.
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