Full-Time

Financial Group

Posted on 7/23/2026

Spieldenner Financial Group

Spieldenner Financial Group

No salary listed

Morrisville, NC, USA

In Person

On-site in Cary, North Carolina; occasional virtual client meetings.

Category
Sales & Account Management (1)
Required Skills
Sales
Lead Generation
Customer Service
Requirements
  • Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
Responsibilities
  • 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
Spieldenner Financial Group

Spieldenner Financial Group

View

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A