Remote Mortgage Protection Advisor

Spieldenner Financial Group; Charleston (SC); Hybrid; USD 40,000 - 80,000; Part time

Job summary

Spieldenner Financial Group is seeking a motivated business partner to help revolutionize the Mortgage Protection Industry. You will schedule meetings, research client needs, and guide families through personalized coverage options.

This role blends virtual and in-person engagement, empowering you to work with clients wherever they are. If you are coachable, growth-minded, and passionate about helping people, this opportunity could be a strong fit.

Qualifications

• Need to be coachable, challenge-seeking, self-disciplined with a growth mindset.
• Passion for helping people is a MUST.

Responsibilities

• Setting appointments: 6-8 hours per week to contact potential clients and schedule meetings.
• Research: 4-5 hours per week to customize options based on client information.
• Meeting with families: 2 days per week, virtual or in-person to present coverage options and assist with applications.
• Administrative: 2 hours per week to follow up with carriers and move applications through underwriting.

Skills

Appointment setting

Research

Client meetings

Coachable attitude

Job description

Spieldenner Financial Group is seeking a motivated business partner to help revolutionize the Mortgage Protection Industry. You will schedule meetings, research client needs, and guide families through personalized coverage options.

This role blends virtual and in-person engagement, empowering you to work with clients wherever they are. If you are coachable, growth-minded, and passionate about helping people, this opportunity could be a strong fit.