Entry-Level Mortgage Protection Advisor

Spieldenner Financial Group; Lubbock (TX); Hybrid; USD 40,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking a results-driven partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to discuss personalized coverage options, either virtually or in-person.

The role emphasizes coaching, a growth mindset, and a passion for helping people, with responsibilities spanning outreach, client assessment, and carrier coordination to advance applications.

Qualifications

• Coachable and self-disciplined with a growth mindset.
• Passion for people is a must.

Responsibilities

• Set appointments 6-8 hours per week by reaching out to potential clients.
• Research 4-5 hours per week to customize options for clients.
• Meet with families 2 days per week, virtual or in-person to present options and help with applications.
• Handle administrative follow-ups with carriers to move applications through underwriting.

Skills

Coachable

Growth mindset

People skills

Self-discipline

Appointment setting

Job description

Spieldenner Financial Group is seeking a results-driven partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to discuss personalized coverage options, either virtually or in-person.

The role emphasizes coaching, a growth mindset, and a passion for helping people, with responsibilities spanning outreach, client assessment, and carrier coordination to advance applications.