Mortgage Protection Advisor

Spieldenner Group; Kennesaw (GA); Hybrid; USD 40,000 - 70,000; Full time

Job summary

Spieldenner Financial Group seeks a dynamic partner to help revolutionize the Mortgage Protection Industry. This role focuses on appointment setting, client research, and meeting with families to tailor coverage solutions.

You will work virtually or in-person, with flexible scheduling, and collaborate with top-rated insurers to protect clients' assets and income while growing professionally in a personal development environment.

Qualifications

• Coachable attitude and willingness to learn and adapt.
• Growth mindset focused on personal development and sales success.
• Self-discipline to manage time and follow training.
• Strong interpersonal skills for client interaction.

Responsibilities

• Setting appointments with potential clients (6-8 hours/week).
• Researching client information to tailor options (4-5 hours/week).
• Meeting with families, virtually or in-person, to present options and aid applications (2 days/week).
• Handling administrative tasks and follow-ups with carriers (2 hours/week).

Skills

Coachable

Growth mindset

Self-discipline

People skills

Job description

Spieldenner Financial Group seeks a dynamic partner to help revolutionize the Mortgage Protection Industry. This role focuses on appointment setting, client research, and meeting with families to tailor coverage solutions.

You will work virtually or in-person, with flexible scheduling, and collaborate with top-rated insurers to protect clients' assets and income while growing professionally in a personal development environment.