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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$3k–$6k/wk
Full-time
Flexible schedule, Remote work, Structured onboarding, Ongoing training, Access to systems and tools
Posted 35d ago
Apply by Oct 11
~40 hrs/week
Remote in Peoria, Arizona, United States
Responsibilities
The role involves conducting client outreach to schedule coverage reviews and preparing personalized financial protection options. Agents meet with clients virtually or in person to guide them through the application process for mortgage protection and retirement products.
Requirements
No prior experience is required as training is provided for coachable and self-motivated individuals. Candidates must be comfortable working independently and be goal-oriented to succeed in a performance-based income structure.
Full job description
We are a fast-growing financial services organization focused on helping families protect what matters most.
We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.
What You’ll Be Doing
Client Outreach (6–8 hrs/week) Connect with individuals who have already requested information and schedule a time to review their coverage needs.
Preparation & Research (4–5 hrs/week) Review client information and prepare personalized coverage options based on their financial situation.
Client Meetings (2 days/week) Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage.
Light Admin (2 hrs/week) Follow up on applications and communicate with insurance carriers as needed.
Who This Role Fits Best
Coachable and willing to learn
Self-motivated and goal-oriented
Comfortable working independently
Looking for flexibility and performance-based income
No prior experience required (training provided)
What You’ll Gain
Flexible schedule (full-time or part-time)
Remote work with optional in-person meetings
Structured onboarding and ongoing training
Access to systems, tools, and support to help you succeed
Performance-based income with uncapped potential
What This Role Is About
We work directly with families to help them:
Understand their financial risks
Protect their income and household
Choose coverage that fits their needs and budget
You’ll be trained to guide conversations, present options clearly, and support clients through the application process.
Important Compensation Disclosure
This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also offer financial products designed to help individuals plan for retirement or protect existing retirement accounts. Training is provided.
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.
Related keywords
Mortgage ProtectionFinancial ServicesCommission-onlyInsurance CarriersRetirement PlanningLead EngagementFinancial RiskClient CoverageRemote SalesPerformance-based Income
A part of the Delaney Agency: Protecting families is what we do. Developing leaders is who we are.
Industry
Financial Services
Company size
51-200 employees
Founded
2013
Headquarters
Asheville, North Carolina
LinkedIn followers
4,129
Spieldenner Group is a member of Symmetry Financial Group (SFG). SFG is the fastest growing financial services brokerage. Our agents are dedicated to providing a service second to none for our clients. We believe in a strong work ethic, empathy, and integrity.
Offices: 12 Regent Park Blvd, Asheville, North Carolina 28806, US