Remote Mortgage Protection Advisor

Spieldenner Financial Group; Florida; Remote; USD 112,000 - 223,000; Full time

Benefits offered by this job

Comprehensive training

Ongoing mentorship

Fully remote work environment

Lead support and growth opportunities

Job summary

Spieldenner Financial Group is expanding and seeking self-starting individuals who want a meaningful career while helping families protect their income. The role offers full remote work, flexible scheduling, and comprehensive training with ongoing mentorship to support long-term success.

Whether experienced or new, you’ll review client needs, tailor mortgage protection options, and guide them through applications.

Qualifications

• Self-motivated and coachable individuals
• Strong work ethic and desire to grow
• Comfortable working independently
• Positive mindset and willingness to learn

Responsibilities

• Connect with Clients (6–8 hrs/week)
• Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs.
• Prepare Personalized Solutions (4–5 hrs/week)
• Analyze client information to tailor mortgage protection options that align with their financial goals and family needs.
• Meet & Advise (2 days/week)
• Conduct virtual or in-person consultations to educate clients, walk them through coverage options, and assist with applications.
• Manage Follow-Up (2 hrs/week)
• Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience.

Job description

Spieldenner Financial Group is expanding and seeking self-starting individuals who want a meaningful career while helping families protect their income. The role offers full remote work, flexible scheduling, and comprehensive training with ongoing mentorship to support long-term success.

Whether experienced or new, you’ll review client needs, tailor mortgage protection options, and guide them through applications.