Mortgage Protection Advisor

Spieldenner Financial Group; Bozeman (MT); Hybrid; USD 45,000 - 90,000; Part time

Job summary

Spieldenner Financial Group is seeking a self-motivated, coachable professional to support our mortgage protection initiatives. You will work with families, presenting tailored protection options and assisting with the application process, either virtually or in person.

Daily activities include setting appointments, researching client needs, meeting with clients, and coordinating with carriers to move applications through underwriting.

Qualifications

• Coachable and growth-minded with strong work ethic.
• Passion for helping people and serving families.
• Able to meet clients virtually or in person.

Responsibilities

• Set appointments with potential clients (6–8 hours per week).
• Research client needs to tailor mortgage protection options.
• Meet with families to present options and help with applications.
• Handle administrative follow-ups with carriers to move underwriting.

Skills

Coachable

Growth mindset

People skills

Self-motivated

Job description

Spieldenner Financial Group is seeking a self-motivated, coachable professional to support our mortgage protection initiatives. You will work with families, presenting tailored protection options and assisting with the application process, either virtually or in person.

Daily activities include setting appointments, researching client needs, meeting with clients, and coordinating with carriers to move applications through underwriting.