Mortgage Protection Advisor — Growth & Impact

Spieldenner Group; Springdale (AR); On-site; USD 48,000 - 96,000; Full time

Job summary

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

Expect 6–8 hours weekly for appointments, 4–5 hours on research, and 2 days weekly for meetings, plus administrative follow-up with carriers. We value coachability, passion for people, and a strong work ethic.

Qualifications

• We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
• Passion for people is a MUST.

Responsibilities

• 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.

Skills

Coachable

Growth mindset

People skills

Self-disciplined

Job description

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

Expect 6–8 hours weekly for appointments, 4–5 hours on research, and 2 days weekly for meetings, plus administrative follow-up with carriers. We value coachability, passion for people, and a strong work ethic.