Mortgage Protection Advisor – Impactful, Client-Driven Growth

Spieldenner Financial Group; Evansville (IN); Hybrid; USD 50,000 - 90,000; Full time

Job summary

Spieldenner Financial Group seeks a motivated partner to help revolutionize the Mortgage Protection Industry. You will meet with families, tailor coverage options, and guide applications through underwriting either virtually or in-person.

You'll manage outreach, research client information, and coordinate with insurers to move applications forward, build client relationships in Evansville, IN, and unlock earning potential through commission and growth.

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: contacting potential clients and scheduling meetings to discuss mortgage protection options.
• Research 4-5 hours per week: digging into client information to customize options meeting financial needs.
• Meeting with Families 2 days per week: meeting with clients either virtually or in-person to present options 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-discipline

Job description

Spieldenner Financial Group seeks a motivated partner to help revolutionize the Mortgage Protection Industry. You will meet with families, tailor coverage options, and guide applications through underwriting either virtually or in-person.

You'll manage outreach, research client information, and coordinate with insurers to move applications forward, build client relationships in Evansville, IN, and unlock earning potential through commission and growth.