Mortgage Planning Professional

GIA Legacy Planning; Clifton (TX); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Competitive commission structure with)

Flexible work schedule (fully remote)

Comprehensive training and mentorship

Access to top-rated insurance carriers

Job summary

GIA Legacy Planning is seeking a Mortgage Protection Resolution Specialist to work remotely in the United States. You will assess client needs and propose tailored mortgage protection solutions, using life insurance with living benefits to secure homes for families.

This role emphasizes helping clients protect their most valuable asset—home ownership—while building financial security. In this remote, flexible position, you’ll receive comprehensive training and access to top-rated carriers, with

Qualifications

• Active license required or willingness to obtain with company guidance.
• Basic computer skills for CRM and client management.
• Own a device to conduct business (iPad, laptop/desktop, and phone).

Responsibilities

• Identify client needs and recommend tailored mortgage protection solutions.
• Educate clients on life insurance policies with living benefits for disability, critical illness, or chronic conditions.
• Generate leads through networking, referrals, and company-provided resources.
• Follow up with prospects to close sales and ensure customer satisfaction.

Skills

Sales

Communication

Networking

Education

Active insurance license

Tools

CRM software

Job description

Mortgage Protection Resolution Specialist Location: Remote Position/Work from Home

Job Type: Full-Time/Part-Time

We’re excited to invite passionate, driven individuals to join our team as Mortgage Protection Life Insurance Agents. This isn’t just another job—it’s a career built for people who care deeply about helping families protect the home they’ve worked so hard for and create lasting memories.

Mortgage protection agents play a vital role in ensuring families can keep their generational homes in the family by putting life insurance policies in place with living benefits for disability, chronic, or critical illness. The purpose of mortgage protection is simple yet powerful: to provide financial security by paying off the mortgage if the main wage earner passes away or experiences a significant health event.

You’ll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence—all while adding family value to your community.

Responsibilities

• Identify client needs and recommend tailored mortgage protection solutions
• Educate clients on life insurance policies with living benefits for disability, critical illness, or chronic conditions
• Generate leads through networking, referrals, and company-provided resources
• Follow up with prospects to close sales and ensure customer satisfaction

Benefits

• Competitive commission structure with bonus potential
• Flexible work schedule (fully remote position)
• Comprehensive training and mentorship programs
• Access to top-rated insurance carriers and in-demand products

Requirements

• Active insurance license (or willingness to obtain one—we provide full guidance)
• Basic computer skills for CRM and client management
• Own a device to conduct business Ipad, laptop desktop and phone