Mortgage Protection Client Liaison

The Spieldenner Group is seeking motivated, career-minded individuals to join our team, helping American families, protect their families. We are currently looking for representatives ranging from entry-level to experienced professionals seeking a different, more rewarding career and lifestyle!

What we do: 

• Help our client base protect their largest asset: the ability to make an income!

• Introduce these clients to customized financial services to relieve debt and save for retirement. 

• Leverage leadership development to create a world-class culture and encourage agency ownership. 

Job Duties: 

1. Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company, at scheduling a time to meet with them to discuss their mortgage protection coverage.

2. Research: 4-5 hours per week: digging into the client’s information provided in the first contact,  to customize a few options to fit their financial need in the case of a death or disability. 

3. 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. 

4. Administrative: 2 hours per week Following up with the insurance carriers to push client’s applications through underwriting 

What We Do: 

1. We serve people: Every week, we sit with our clients (in person, or virtually..the choice is yours) and take a deep dive into their financial situation. 

2. We protect our clients: We partner with top-rated insurance companies, to customize a plan that provides a personalized solution.

3. 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 this sounds like a place you could plant your flag, we invite you to apply! 

Named by Experience.com as a Top 10 Place to work, 

INC Magazine’s fastest-growing companies 5 years in a row.