Virtual Phone Sales

Spieldenner Financial Group; Lansing (MI); Remote; USD 10,000 - 60,000; Full time

Job summary

A growing financial services firm in Lansing is seeking motivated individuals for a commission-only role focused on mortgage protection. Responsibilities include client outreach, financial needs analysis, and presenting insurance options. The firm offers extensive training and resources for agents to succeed and excel. Candidates should possess a growth mindset and be willing to engage with clients both virtually and in-person.

Benefits

Extensive training

Incentive trips

Commission-based earnings

Qualifications

• Self-discipline and a willingness to learn are essential.
• Ability to engage with clients both in-person and virtually is crucial.

Responsibilities

• Set appointments with potential clients for mortgage protection coverage.
• Analyze client information to customize insurance options.
• Meet clients to present coverage options and help with applications.
• Follow up with insurance carriers on client applications.

Skills

Coachable

Self-disciplined

Growth mindset

Job description

Overview

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country. Our focus areas include getting agents paid quickly, keeping costs minimal, and providing agents with the training and support they need to achieve success.

Responsibilities

• Setting Appointments: 6-8 hours per week—reach out to potential clients who have previously requested coverage with our company and schedule meetings to discuss mortgage protection coverage.
• Research: 4-5 hours per week—analyze client information to customize options that meet their financial needs in the event of death or disability.
• Meeting with Families: 2 days per week—meet with clients virtually or in-person to present options, discuss coverage details, and help them apply for coverage.
• Administrative: 2 hours per week—follow up with insurance carriers to facilitate client applications through underwriting.

Qualifications

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. Skill set isn’t everything for this position.

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 to protect their ability to earn 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!

What Sets Us Apart

We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work.

If you feel this might be the home you have been looking for, click APPLY!

Commissions and Benefits

Commissions as a New Agent: This position is commission-only. The average commission on a mortgage protection product is approximately $600 per family protected. The expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we offer a selection of premium financial products to help people save for retirement or protect retirement accounts (e.g., 401k and IRA) from losing money in the stock market. We provide extensive training on how these products work and how to sell them. In addition to uncapped commissions, we have a competitive bonus structure and incentive trips for agents/managers based on individual and team results.

*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 factors including the amount of work you put in, your ability to follow and implement our training and sales system, and the insurance needs of customers in the geographic areas you choose to work.