Insurance Sales Rep (Remote)

Spieldenner Financial Group; Baltimore (MD); Hybrid; USD 30,000 - 70,000; Full time

Job summary

Spieldenner Financial Group in Baltimore, Maryland is seeking a business partner to transform the Mortgage Protection Industry. This role involves setting appointments, researching client needs, and meeting families to personalize their coverage options.

The ideal candidate possesses a passion for people and is coachable and self-disciplined. The company prioritizes personal development while providing valuable financial solutions to clients. Flexible meeting arrangements and a supportive team environment await the right candidate.

Qualifications

• Looking for coachable and self-disciplined individuals with a passion for helping people.
• Must have a growth mindset to succeed in this role.

Responsibilities

• Set appointments with clients to discuss mortgage protection solutions.
• Conduct research to customize financial options based on client needs.
• Meet and assist families virtually or in-person with their coverage applications.
• Follow up on client applications with insurance carriers.

Skills

Self-discipline

Coachable

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.