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Spieldenner Financial Group

Sells insurance to protect family income

Mortgage Protection Broker

Insurance Sales & AgencyPosted on Nov 9
Full-timeBuffalo, NY, USANo salary listed

About the Job

Requirements

  • Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
  • Have a passion for working with people.

Responsibilities

  • Contact potential clients who previously requested coverage and schedule appointments to discuss mortgage protection coverage, for 6–8 hours per week.
  • Research client-provided information and customize options to meet their financial needs in the event of death or disability, for 4–5 hours per week.
  • Meet with clients two days per week, virtually or in person, to present coverage options, discuss details, and help them apply for coverage.
  • Follow up with insurance carriers to facilitate client applications through underwriting, for 2 hours per week.
  • Review clients’ financial situations and work with insurance companies to customize plans intended to protect clients’ income.

About the Company

Spieldenner Financial Group

Sells insurance to protect family income

Spieldenner Financial Group sells mortgage protection and related insurance to families seeking to protect household income. Agents review a family's financial circumstances, explain coverage options that fit their needs and budgets and help customers apply for policies offered by insurance carriers. It also offers retirement-focused products for people planning future income or reviewing existing retirement accounts. Its business centers on commission-based insurance distribution, while carriers handle underwriting and agents follow applications through that process. Founded in 2013, Spieldenner Financial Group lists its headquarters in Asheville, North Carolina.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Asheville, NC
Founded
2013

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