Mortgage Protection Field Advisor

Spieldenner Financial Group; Gilbert (AZ); On-site; USD 30,000 - 60,000; Full time

Job summary

Spieldenner Financial Group is a fast-growing insurance organization focused on helping agents get paid quickly, keeping costs low, and providing the training and support needed for success.

The role involves setting appointments, researching client needs, meeting families (virtual or in-person) to discuss mortgage protection options, and handling underwriting follow-ups. Commissions are a primary income, with a bonus structure and uncapped upside.

Qualifications

• We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.

Responsibilities

• Setting appointments: 6-8 hours per week to contact potential clients and schedule meetings.
• Research: 4-5 hours per week to customize options based on client needs.
• Meeting with families: 2 days per week to present options, discuss coverage, and assist with applications.
• Administrative: 2 hours per week to follow up with carriers and facilitate underwriting.

Skills

Coachable mindset

Growth mindset

Self-discipline

Job description

Spieldenner Financial Group is a fast-growing insurance organization focused on helping agents get paid quickly, keeping costs low, and providing the training and support needed for success.

The role involves setting appointments, researching client needs, meeting families (virtual or in-person) to discuss mortgage protection options, and handling underwriting follow-ups. Commissions are a primary income, with a bonus structure and uncapped upside.