Job Description
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 app...
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