Mortgage Protection Sales Partner: Flexible & People-Driven

Spieldenner Financial Group; Winter Haven (FL); Hybrid; USD 55,000 - 90,000; Part time

Benefits offered by this job

Job summary

Spieldenner Financial Group is seeking a motivated partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to present coverage options and help them apply.

The role combines virtual and in-person meetings, with a focus on deep financial assessments and tailored solutions. You will work with top-rated carriers to customize plans that protect clients' incomes and assets.

Qualifications

• We are seeking coachable individuals with a growth mindset.
• Must have passion for helping people.
• Self-discipline and drive to succeed in a dynamic sales environment.

Responsibilities

• Setting appointments 6–8 hours per week with potential clients.
• Researching client information to tailor mortgage protection options.
• Meeting with families virtually or in-person to present options and assist with applications.
• Administrative follow-up with carriers to facilitate underwriting.

Skills

Coachable

Growth mindset

People skills

Self-discipline

Sales mindset

Job description

Spieldenner Financial Group is seeking a motivated partner to help revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, and meet with families to present coverage options and help them apply.

The role combines virtual and in-person meetings, with a focus on deep financial assessments and tailored solutions. You will work with top-rated carriers to customize plans that protect clients' incomes and assets.