Remote Sales

Spieldenner Financial Group; Winter Haven (FL); Hybrid; USD 55,000 - 90,000; Part time

Benefits offered by this job

Job summary

Spieldenner Financial Group is seeking a motivated partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to present coverage options and help them apply.

The role combines virtual and in-person meetings, with a focus on deep financial assessments and tailored solutions. You will work with top-rated carriers to customize plans that protect clients' incomes and assets.

Qualifications

• We are seeking coachable individuals with a growth mindset.
• Must have passion for helping people.
• Self-discipline and drive to succeed in a dynamic sales environment.

Responsibilities

• Setting appointments 6–8 hours per week with potential clients.
• Researching client information to tailor mortgage protection options.
• Meeting with families virtually or in-person to present options and assist with applications.
• Administrative follow-up with carriers to facilitate underwriting.

Skills

Coachable

Growth mindset

People skills

Self-discipline

Sales mindset

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. Click APPLY!

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.