Mortgage Planning Professional

GIA Legacy Planning; Texas; Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Comprehensive training

Mentorship programs

Access to top-rated carriers

Competitive commissions with bonuses

Job summary

GIA Legacy Planning is seeking a Mortgage Protection Resolution Specialist to help families safeguard their homes through tailored life insurance solutions with living benefits.

This fully remote role offers flexible scheduling, ongoing training, mentorship, and access to top-rated carriers. You will identify client needs, educate them on policies, and guide prospects from inquiry to policy issuance.

Qualifications

• Identify client needs and recommend tailored mortgage protection solutions
• Educate clients on life insurance policies with living benefits for disability, chronic illness, or critical illness
• Gain understanding of products and carriers to inform clients effectively

Responsibilities

• Identify client needs and recommend tailored mortgage protection solutions
• Educate clients on life insurance policies with living benefits for disability, chronic illness, or chronic conditions
• Generate leads through networking, referrals, and company-provided resources
• Follow up with prospects to close sales and ensure customer satisfaction
• 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
• Active insurance license (or willingness to obtain one—we provide full guidance)
• Own a device to conduct business iPad, laptop, desktop and phone

Skills

CRM software

Client management

Basic computer skills

Tools

CRM

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.

• 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
• 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
• 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