Mortgage Protection Advisor: Growth-Focused Client-Centric

Spieldenner Group; Houston (TX); Hybrid; USD 40,000 - 70,000; Full time

Job summary

Spieldenner Financial Group is seeking a motivated partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to present coverage options either virtually or in-person.

Responsibilities include coordinating with insurers for underwriting and ensuring smooth application processes. A passion for helping people and a coachable mindset are essential for success in this role.

Qualifications

• Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
• Passion for people is a MUST.

Responsibilities

• Setting Appointments: 6-8 hours per week; reach out to potential clients and schedule meetings.
• Research: 4-5 hours per week; customize options based on client information.
• Meeting with Families: 2 days per week; meet virtually or in-person to present options and help them apply for coverage.
• Administrative: 2 hours per week; follow up with insurers to facilitate underwriting.

Skills

Coachability

Growth mindset

People skills

Self-discipline

Job description

Spieldenner Financial Group is seeking a motivated partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to present coverage options either virtually or in-person.

Responsibilities include coordinating with insurers for underwriting and ensuring smooth application processes. A passion for helping people and a coachable mindset are essential for success in this role.