Job Description
Spieldenner Financial Group is part of the fastest-growing insurance organization in the country, focusing on agent support and success. The role involves setting appointments with potential clients, customizing mortgage protection options, meeting with families to discuss coverage, and handling administrative tasks related to client applications. 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 Skills Coachable individuals Challenge-seeking individuals Self-disciplined individuals Individuals with a growth mindset Benefits Competitive bonus structure program Incentive trips agents/managers can qualify for based on their individual and team results Company Overview Spieldenner Group is a member of Symmetry Financial Group (SFG).
SFG is the fastest growing financial services brokerage. It was founded in 2013, and is headquartered in Asheville, North Carolina, US, with a workforce of 51-200 employees. Its website is