Sales Associate
Spieldenner Financial Group
- Olathe, KS
- Permanent
- Full-time
- 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
- 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!