Remote Insurance Broker

Spieldenner Group

Rochester (MN)

On-site

USD 50,000 - 80,000

Full time

8 hours ago
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Job summary

Spieldenner Financial Group is seeking motivated individuals to join our Mortgage Protection team, helping families protect their assets and income. You will schedule talks, customize coverage options with carriers, and guide clients through applications, with virtual or in-person meetings.

We value coachability, growth mindset, and a passion for people, and offer a path to financial success through personal development.

Qualifications

  • Coachable individuals who pursue growth and learning.
  • Passion for people is a MUST and drives performance.
  • Self-discipline and drive to succeed in a sales/insurance environment.

Responsibilities

  • Set appointments 6-8 hours per week with potential clients.
  • Research 4-5 hours per week to customize options for clients.
  • Meet with families 2 days per week, virtual or in-person, to present options and assist with enrollment.
  • Administrative: follow up with insurance carriers to facilitate underwriting.

Skills

Coachable
Growth mindset
People skills
Self-discipline

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!

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.

  • Equal opportunity, not equal outcome.
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