Mortgage Protection Client Liaison
The Spieldenner Group
This is a Full-time position in Atlanta, GA posted October 28, 2021.
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:
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Help our client base protect their largest asset: the ability to make an income!
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Introduce these clients to customized financial services to relieve debt and save for retirement.
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Leverage leadership development to create a world-class culture and encourage agency ownership.
Job Duties:
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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.
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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.
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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.
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Administrative: 2 hours per week Following up with the insurance carriers to push client’s applications through underwriting
What We Do:
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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.
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We protect our clients: We partner with top-rated insurance companies, to customize a plan that provides a personalized solution.
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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.
