Mortgage Protection Advisor — Impactful Client Planning (Hybrid)

Spieldenner Financial Group; Grand Rapids (MI); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Spieldenner Financial Group is seeking motivated individuals to join our team as we revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet families either virtually or in person to present personalized coverage options and guide them through the application process.

The role emphasizes coaching, growth, and a people-first mindset. We offer a development-focused environment with flexible meeting formats and a strong commitment to client support

Qualifications

• We’re seeking coachable individuals who embrace growth and feedback.
• Passion for helping people is a must.
• Self-discipline and drive are essential for success.

Responsibilities

• Setting appointments with potential clients (6–8 hours per week) and scheduling meetings.
• Researching client information to tailor mortgage protection options.
• Meeting with families (virtual or in-person) to discuss coverage and assist with applications.
• Administrative follow-up with carriers to facilitate underwriting and approvals.

Skills

Coachable

Growth mindset

Self-discipline

People skills

Job description

Spieldenner Financial Group is seeking motivated individuals to join our team as we revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet families either virtually or in person to present personalized coverage options and guide them through the application process.

The role emphasizes coaching, growth, and a people-first mindset. We offer a development-focused environment with flexible meeting formats and a strong commitment to client support