Spieldenner Financial Group logo
Insurance Sales Representative (Remote)
full-timeMissoula

Summary

Location

Missoula

Type

full-time

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About this role

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.

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 be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.


 

Other facts

Tech stack
Coachable,Self-Disciplined,Growth Mindset,Passion For People

About Spieldenner Financial Group

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.

Team size: 51-200 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 2013

What you'll do

  • The role involves setting appointments with potential clients, researching their financial needs, and meeting with families to discuss mortgage protection coverage. Administrative tasks include following up with insurance carriers to facilitate client applications.

Ready to join Spieldenner Financial Group?

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Frequently Asked Questions

What does a Insurance Sales Representative (Remote) do at Spieldenner Financial Group?

As a Insurance Sales Representative (Remote) at Spieldenner Financial Group, you will: the role involves setting appointments with potential clients, researching their financial needs, and meeting with families to discuss mortgage protection coverage. Administrative tasks include following up with insurance carriers to facilitate client applications..

Why join Spieldenner Financial Group as a Insurance Sales Representative (Remote)?

Spieldenner Financial Group is a leading Financial Services company.

Is the Insurance Sales Representative (Remote) position at Spieldenner Financial Group remote?

The Insurance Sales Representative (Remote) position at Spieldenner Financial Group is based in Missoula, Montana, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Insurance Sales Representative (Remote) position at Spieldenner Financial Group?

You can apply for the Insurance Sales Representative (Remote) position at Spieldenner Financial Group directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Spieldenner Financial Group on their website.