Remote Insurance Broker

Spieldenner Financial Group; Oregon; Hybrid; USD 50,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking motivated individuals to partner in revolutionizing the Mortgage Protection Industry. This role centers on outreach, client consultations, and building relationships virtually or in person across the United States.

Day-to-day tasks include setting appointments, researching client needs, meeting with families to discuss coverage options and complete applications, and performing administrative follow-up with insurance carriers.

Qualifications

• Coachable, challenge-seeking, self-disciplined with growth mindset.

Responsibilities

• SettingAppointments: 6-8 hours per week to contact potential clients and schedule meetings.
• Research: 4-5 hours per week to customize options based on client information.
• Meeting with Families: 2 days per week to present options and assist with applications.
• Administrative: 2 hours per week to coordinate with carriers and underwriters to facilitate applications.

Job description

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

The 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!

If you feel this might be the home you have been looking for.

Equal opportunity, not equal outcome.No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.