Mortgage Protection Specialist — Growth & Impact

Spieldenner Financial Group; United States; Remote; USD 35,000 - 85,000; Full time

Job summary

Spieldenner Financial Group is seeking a motivated partner to help expand our Mortgage Protection practice. You will set appointments with potential clients, research each case to tailor options, and meet with families either virtually or in person to discuss coverage and applications.

This role rewards initiative and coachability, with emphasis on helping families protect their income and assets. Training and ongoing support are provided as you grow a personal book of clients and contribute to

Qualifications

• Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
• Passion for people is a MUST.

Responsibilities

• Setting appointments by contacting potential clients who have previously expressed interest.
• Research: customize options to meet the client’s financial need in the case of death or disability.
• Meeting with families virtually or in-person to present options and help them apply for coverage.
• Administrative: follow up with insurance carriers to facilitate client underwriting.

Skills

Coachable

Growth mindset

Self-disciplined

Job description

Spieldenner Financial Group is seeking a motivated partner to help expand our Mortgage Protection practice. You will set appointments with potential clients, research each case to tailor options, and meet with families either virtually or in person to discuss coverage and applications.

This role rewards initiative and coachability, with emphasis on helping families protect their income and assets. Training and ongoing support are provided as you grow a personal book of clients and contribute to