Mortgage Protection Sales Partner — Flexible Meetings and Growth

Spieldenner Group; West Palm Beach (FL); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Spieldenner Financial Group seeks motivated individuals to partner in revolutionizing the Mortgage Protection Industry. You will schedule client meetings, research needs, and present tailored coverage options to families.

Role involves meeting clients either virtually or in-person, assisting with applications, and coordinating with insurance carriers to advance underwriting. Growth mindset and passion for helping people are essential.

Qualifications

• Be coachable and growth-minded.
• Self-disciplined with a strong work ethic.
• Able to connect with people and show genuine care.

Responsibilities

• Set appointments: 6-8 hours/week to reach out to potential clients who requested coverage and schedule meetings.
• Research: 4-5 hours/week to tailor options to client needs.
• Meet with families: 2 days/week, virtual or in-person, to explain coverage options and assist with applications.
• Administrative: 2 hours/week coordinating with carriers to move applications through underwriting.

Skills

coachable

growth mindset

self-disciplined

passion for people

Job description

Spieldenner Financial Group seeks motivated individuals to partner in revolutionizing the Mortgage Protection Industry. You will schedule client meetings, research needs, and present tailored coverage options to families.

Role involves meeting clients either virtually or in-person, assisting with applications, and coordinating with insurance carriers to advance underwriting. Growth mindset and passion for helping people are essential.