Sales Representative

    Spieldenner Financial Group

    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted Today
    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    Spieldenner Financial Group is a part of one the fastest-growing insurance organizations in the country.

    Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties: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

    Qualifications:We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.

    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!What Sets us Apart:We maintain a people-first mentality that starts and ends with our agents. Our unparalleled

    benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of workIf you feel this might be the home you have been looking for

    Selling Motion

    Prospecting

    Channel / Partner

    Sell through partners, resellers, or alliances

    Buyer Persona

    Individual / End-User

    Bottom-up adoption, user-level selling

    Typical Day — Sales Rep

    High-volume calls50–80/day
    Quick demos6–10/week
    Activity metricsDaily

    Estimates based on role type and selling motion — actual may vary by company.

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    Sales
    Insurance-Sales-Agent
    Life-Insurance-Agent
    Financial-Sales-Representative
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    Why are you interested in this role?

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    What motivates you in a sales environment?

    Template question
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    How do you handle rejection?

    Template question
    Research Spieldenner Financial Group's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This sales representative position with Spieldenner Financial Group offers an opportunity to develop your sales career in a competitive market.

    Financial services sales requires strong compliance awareness and regulatory knowledge.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

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