Entry-Level Mortgage Protection Advisor

Spieldenner Financial Group; State College (Centre County); On-site; USD 45,000 - 80,000; Full time

Job summary

Spieldenner Financial Group in the United States is seeking a motivated business partner to help revolutionize the Mortgage Protection industry. You will spend part of your week setting appointments with potential clients, researching their needs, and meeting with families to discuss tailored coverage options.

This role emphasizes coaching, self-discipline, and a growth mindset, with a focus on helping people protect their largest asset.

Qualifications

• Coachable, challenge-seeking individuals with a growth mindset.
• Passion for people is a MUST.

Responsibilities

• Setting Appointments: 6-8 hours per week to connect with potential clients and schedule meetings.
• Research: 4-5 hours per week to customize options based on client needs.
• Meeting with Families: 2 days per week to discuss coverage and assist with applications, virtually or in-person.
• Administrative: 2 hours per week following up with carriers to facilitate underwriting.

Skills

Coachable

Growth mindset

People-focused

Job description

Spieldenner Financial Group in the United States is seeking a motivated business partner to help revolutionize the Mortgage Protection industry. You will spend part of your week setting appointments with potential clients, researching their needs, and meeting with families to discuss tailored coverage options.

This role emphasizes coaching, self-discipline, and a growth mindset, with a focus on helping people protect their largest asset.