Mortgage Protection Specialist (Remote/Hybrid)

Spieldenner Group; Lumberton (NC); Hybrid; USD 40,000 - 80,000; Full time

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 tailored coverage options.

This role offers flexibility to work virtually or in-person, with a focus on personal development and helping clients protect their greatest asset—their income. You’ll collaborate with top-rated insurers to tailor plans and guide clients through underwriting, with ongoing

Qualifications

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

Responsibilities

• Set Appointments: 6-8 hours per week: reach out to potential clients and schedule meetings to discuss mortgage protection coverage.
• Research: 4-5 hours per week: customize options based on client information to meet financial needs.
• Meeting with Families: 2 days per week: meet virtually or in-person to present options and assist with coverage applications.
• Administrative: 2 hours per week: follow up with insurance carriers to facilitate underwriting.

Skills

People skills

Coachable

Growth mindset

Self-discipline

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 tailored coverage options.

This role offers flexibility to work virtually or in-person, with a focus on personal development and helping clients protect their greatest asset—their income. You’ll collaborate with top-rated insurers to tailor plans and guide clients through underwriting, with ongoing