Mortgage Protection Specialist

Spieldenner Financial Group; Savannah (GA); Hybrid; USD 40,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking self-disciplined individuals for a commission-only sales role focused on mortgage protection. You will set appointments, research client needs, meet with families virtually or in-person, and help clients apply for coverage.

We provide extensive training and a bonus structure, with uncapped commissions and incentive trips based on performance; earnings depend on effort, leads, and market conditions.

Qualifications

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

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

coachable

Job description

Spieldenner Financial Group is seeking self-disciplined individuals for a commission-only sales role focused on mortgage protection. You will set appointments, research client needs, meet with families virtually or in-person, and help clients apply for coverage.

We provide extensive training and a bonus structure, with uncapped commissions and incentive trips based on performance; earnings depend on effort, leads, and market conditions.