Mortgage Protection Advisor

Spieldenner Group; Port Saint Lucie (FL); Híbrido; USD 30.000 - 70.000; Jornada completa

Descripción de la vacante

Spieldenner Financial Group is seeking self-disciplined, coachable individuals to join our mortgage protection sales team. The role centers on setting appointments, researching client needs, and meeting families to present coverage options and assist with applications.

We emphasize training, support, and a growth mindset, with a commission-only structure and potential for premium financial product sales. Our program includes extensive training and a performance-based bonus structure.

Responsabilidades

• Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
• Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
• Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
• Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

Descripción del empleo

Spieldenner Financial Group is seeking self-disciplined, coachable individuals to join our mortgage protection sales team. The role centers on setting appointments, researching client needs, and meeting families to present coverage options and assist with applications.

We emphasize training, support, and a growth mindset, with a commission-only structure and potential for premium financial product sales. Our program includes extensive training and a performance-based bonus structure.