Remote Mortgage Protection Advisor

Spieldenner Group; Lubbock (TX); Hybrid; USD 40,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking a business partner to revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, meet with families to present coverage options, and assist with underwriting and applications. A growth mindset and genuine care for people are essential.

This opportunity emphasizes flexibility, virtual or in-person meetings, and a focus on personal development within a supportive team environment, serving clients across our network.

Qualifications

• Coachable and growth-minded individuals with self-discipline.
• Passion for helping people and building relationships.
• Ability to handle client interactions and tailor options.

Responsibilities

• Setting Appointments: 6-8 hours per week to schedule meetings with potential clients.
• Research: 4-5 hours per week to customize options for clients' financial needs.
• Meeting with Families: 2 days per week to present options and help with applications.
• Administrative: 2 hours per week to coordinate with carriers and underwriting.

Skills

Coachable

Growth mindset

People skills

Job description

Spieldenner Financial Group is seeking a business partner to revolutionize the Mortgage Protection Industry. You will set appointments, research client needs, meet with families to present coverage options, and assist with underwriting and applications. A growth mindset and genuine care for people are essential.

This opportunity emphasizes flexibility, virtual or in-person meetings, and a focus on personal development within a supportive team environment, serving clients across our network.