Entry Level Sales | WFH

Spieldenner Financial Group; Saginaw (MI); Hybrid; USD 50,000 - 90,000; Part time

Job summary

Spieldenner Financial Group in Saginaw, Michigan, is seeking a dedicated individual to join as a business partner in the Mortgage Protection Industry. This role involves setting appointments, conducting research, meeting with families, and handling administrative tasks. We are looking for passionate and coachable self-starters eager to make a positive impact on clients' financial well-being.

The ideal candidate will have a growth mindset and a strong desire to help others secure their financial future. Join us in revolutionizing the mortgage protection experience!

Qualifications

• Must possess a strong desire to help and connect with people.
• Ability to take initiative and follow through on tasks.
• Open to learning and adapting within a fast-paced environment.

Responsibilities

• Setting appointments with potential clients to discuss coverage.
• Researching client information to tailor options to their needs.
• Meeting with clients in person or virtually to present coverage options.
• Following up with insurance carriers to facilitate applications.

Skills

Coachable

Self-disciplined

Growth mindset

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.