Mortgage Protection Advisor — Impactful, Flexible Meetings

Spieldenner Financial Group; Columbus (OH); On-site; USD 35,000 - 70,000; Full time

Job summary

Spieldenner Financial Group is seeking motivated individuals to join our mortgage protection team. You will set appointments, research client needs, and meet with families either virtually or in person to discuss coverage options.

This role emphasizes coaching, growth, and a passion for helping people. You will collaborate with our network of carriers to tailor personalized protection plans and support clients through the application and underwriting steps.

Qualifications

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

Responsibilities

• Setting Appointments: 6-8 hours per week with potential clients to schedule meetings.
• Research: 4-5 hours per week to customize options based on client needs.
• Meeting with Families: 2 days per week, virtual or in-person to present options and assist with applications.
• Administrative: 2 hours per week to coordinate with carriers and underwriting.

Job description

Spieldenner Financial Group is seeking motivated individuals to join our mortgage protection team. You will set appointments, research client needs, and meet with families either virtually or in person to discuss coverage options.

This role emphasizes coaching, growth, and a passion for helping people. You will collaborate with our network of carriers to tailor personalized protection plans and support clients through the application and underwriting steps.