Mortgage Protection Advisor - Remote & Flexible Hours

Spieldenner Group; Pittsburgh (Allegheny County); On-site; USD 120,000 - 240,000; Full time

Job summary

Spieldenner Financial Group is seeking independent, motivated individuals to join our Mortgage Protection team. Our proven system includes mentorship, training, and support that gives you a competitive edge in helping families protect their income through tailored coverage options.

Duties include setting appointments, researching client needs, meeting with families (virtually or in person), and following up with carriers to facilitate underwriting.

Qualifications

• We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.

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

Coachability

Growth mindset

Self-discipline

Job description

Spieldenner Financial Group is seeking independent, motivated individuals to join our Mortgage Protection team. Our proven system includes mentorship, training, and support that gives you a competitive edge in helping families protect their income through tailored coverage options.

Duties include setting appointments, researching client needs, meeting with families (virtually or in person), and following up with carriers to facilitate underwriting.