Charlotte, NC

Insurance Sales Agent

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.

Recommended Skills

  • Business Development
  • Communication
  • Customer Service
  • Hardworking And Dedicated
  • Leadership
  • Sales
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