Mortgage Protection Advisor: Protect Families & Grow

Spieldenner Financial Group; Everett (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking a driven business partner to help revolutionize the Mortgage Protection Industry. In this role you will set appointments, research client needs, and meet with families to present coverage options, virtually or in person.

We value coachable, challenge-seeking, self-disciplined individuals with a growth mindset and a passion for people. You will work with top-rated carriers to tailor plans and support clients through underwriting, aiming to protect their

Qualifications

• Coachability, growth mindset, self-discipline are valued traits.
• Passion for people is a MUST.

Responsibilities

• Setting Appointments: 6-8 hours per week; schedule meetings with potential clients to discuss mortgage protection coverage.
• Research: 4-5 hours per week; analyze client information to tailor options to their financial needs.
• Meeting with Families: 2 days per week; meet with clients virtually or in person to present options, discuss details, and help with applications.
• Administrative: 2 hours per week; follow up with insurance carriers to facilitate client underwriting.

Skills

Coachability

Growth mindset

Self-discipline

People skills

Job description

Spieldenner Financial Group is seeking a driven business partner to help revolutionize the Mortgage Protection Industry. In this role you will set appointments, research client needs, and meet with families to present coverage options, virtually or in person.

We value coachable, challenge-seeking, self-disciplined individuals with a growth mindset and a passion for people. You will work with top-rated carriers to tailor plans and support clients through underwriting, aiming to protect their