Entry-Level Mortgage Protection Specialist – Remote-Friendly

Spieldenner Group; State College (Centre County); Hybrid; USD 40,000 - 80,000; Full time

Job summary

Spieldenner Financial Group is seeking a business partner to transform 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. You will also handle administrative tasks with carriers to move applications through underwriting.

The role emphasizes a coachable mindset and a passion for helping people, with opportunities to grow within a dynamic, client-focused organization.

Qualifications

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

Responsibilities

• Setting Appointments: 6-8 hours per week scheduling meetings with potential clients.
• Research: 4-5 hours per week to tailor options for clients.
• Meeting with Families: 2 days per week, virtual or in-person to discuss options and assist with coverage applications.
• Administrative: 2 hours per week following up with carriers to facilitate underwriting.

Skills

Coachable

Growth mindset

People skills

Self-discipline

Job description

Spieldenner Financial Group is seeking a business partner to transform 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. You will also handle administrative tasks with carriers to move applications through underwriting.

The role emphasizes a coachable mindset and a passion for helping people, with opportunities to grow within a dynamic, client-focused organization.