Location: Hayesville, NC
Company: Spieldenner Financial Group
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
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. Requirements: Skill set isn’t everything. Entry-level is accepted. We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
Passion for people is a MUST. Commissions as a New Agent: 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 have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e. g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.
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.
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experience Bachelor's Degree or higher EA or CPA / CPA eligible preferred Experience with Estates, Gifts, and Trusts (EGT) tax returns Experience with software pertaining to estate tax returns, estate planning, trust accounting, and income tax returns
experience High level of personal integrity and risk decision-making ability Experience in establishing technical metrics and analyzing data Ability to communicate security concepts to technical and non-technical audiences Experience in federal project work, project management, or cybersecurity audits is a plus
Provide compliance support for personal trading and participate in audits and annual reviews Required Qualifications: 2+ years of compliance or financial services experience General knowledge of securities laws and regulations Bachelor's degree or equivalent relevant degree Series 6/26, Series 65/66, or Series 7/24 preferred
