Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want to build a meaningful career while helping families protect what matters most—their income. This role involves connecting with clients, preparing personalized solutions, and conducting consultations to educate clients on coverage options. The company offers comprehensive training and a flexible work environment, ideal for individuals seeking growth and mentorship.

Responsibilities

• Connect with Clients (6–8 hrs/week)
• Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs
• Prepare Personalized Solutions (4–5 hrs/week)
• Analyze client information to tailor mortgage protection options that align with their financial goals and family needs
• Meet & Advise (2 days/week)
• Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications
• Manage Follow-Up (2 hrs/week)
• Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience

Skills

• Self-motivated and coachable individuals
• Strong work ethic and desire to grow
• Comfortable working independently
• Positive mindset and willingness to learn
• No prior experience required—we focus on attitude, discipline, and commitment

Benefits

• Comprehensive training and ongoing mentorship
• Proven systems and lead support
• Fully remote, flexible work environment
• Growth-focused culture with advancement opportunities

Company Overview