Part-Time

Entry Level Sales

Spieldenner Financial Group

Spieldenner Financial Group

No salary listed

Austin, TX, USA

Hybrid

Client meetings may be conducted virtually or in person, at the agent's choice.

Category
Sales & Account Management (1)
Required Skills
Sales
Financial analysis
Requirements
  • Ability to be coached and a willingness to seek challenges.
  • Self-discipline and a growth mindset.
  • Passion for working with people.
Responsibilities
  • Reach out to prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection coverage.
  • Research client-provided information to customize options for their financial needs in the event of death or disability.
  • Meet with clients virtually or in person to present coverage options, explain coverage details, and assist them with applying for coverage.
  • Follow up with insurance carriers to facilitate client applications through underwriting.
  • Discuss clients' financial situations and provide personalized insurance solutions through partner insurance companies.
Spieldenner Financial Group

Spieldenner Financial Group

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Company Size

N/A

Company Stage

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Total Funding

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Headquarters

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Founded

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