Mortgage Protection Field Underwriter & Client Advocate

Spieldenner Financial Group; Spokane (WA); Hybrid; USD 40.000 - 70.000; Vollzeit

Zusammenfassung

Spieldenner Financial Group is seeking partners to transform the mortgage protection industry. Set appointments, research client needs, and meet families to customize coverage and assist with applications.

You will align with top‑rated insurers, deliver tailored plans, and help clients protect their income and assets. The role blends virtual and in‑person meetings with a growth‑minded, coachable mindset.

Qualifikationen

• Coachable and growth‑minded individuals who are self‑disciplined.
• Passion for people is a MUST.

Aufgaben

• Set appointments with potential clients 6‑8 hours per week to discuss mortgage protection options.
• Research client information 4‑5 hours per week to tailor coverage.
• Meet with families 2 days per week, virtually or in‑person, to present options and assist with applications.
• Administrative follow‑up with carriers to facilitate underwriting and client applications for coverage.

Kenntnisse

Coachable

Growth mindset

Passion for people

Jobbeschreibung

Spieldenner Financial Group is seeking partners to transform the mortgage protection industry. Set appointments, research client needs, and meet families to customize coverage and assist with applications.

You will align with top‑rated insurers, deliver tailored plans, and help clients protect their income and assets. The role blends virtual and in‑person meetings with a growth‑minded, coachable mindset.