Entry Level Sales (WFH)

Spieldenner Financial Group; Austin (TX); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Spieldenner Financial Group in Austin, Texas is seeking a business partner to revolutionize the Mortgage Protection Industry. The role involves setting appointments with potential clients, researching their needs, and meeting with families to discuss coverage options.

The ideal candidate must have a passion for helping people and the ability to customize plans that protect clients' income potential. This is a unique opportunity to grow with a company dedicated to personal development and community impact.

Qualifications

• Individuals with a growth mindset are preferred.
• Strong communication skills for client meetings.
• Ability to customize client financial solutions.

Responsibilities

• Reach out to potential clients and set appointments.
• Research client information to customize coverage options.
• Meet with families to discuss and apply for insurance.

Skills

Coachable

Challenge-seeking

Self-disciplined

Passion for people

Job description

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry!

Day-to-Day

• 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.

Requirements

Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.

Passion for people is a MUST.

What We Do

• We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.
• We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.
• 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!

Equal opportunity, not equal outcome.