Remote
Financial
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
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
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
Why are you interested in this role?
Template questionWhat motivates you in a sales environment?
Template questionHow do you handle rejection?
Template questionThis 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.
Are you a closer?
Interested in financial? Build your profile to get matched with roles like this.
Explore More Sales Jobs
Similar Roles
Elan Account Executive
U.S. Bank
$118k–$144k
Business Development Representative
Evervault
$60k–$85k
Title Sales Representative – Non-Traditional Services
Beeline Loans
Inside Sales Representative
BLL Batesville Logistics, LLC
$25–$30
Business Development Representative
LaSalle Network
$60k–$70k
Business Development Manager
Willdan
$100k–$150k
Browse More Jobs
Ready to land your next closing role?
Build your free closer profile to get matched with high-ticket sales opportunities, track applications, and showcase your track record.
Create a free profile to save sales jobs and track applications