Remote Mortgage Protection Advisor

Spieldenner Group; McKinney (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

Spieldenner Financial Group is seeking a dedicated business partner to help revolutionize the Mortgage Protection Industry. You will engage potential clients, schedule meetings, and tailor coverage options with top-rated insurers.

This role emphasizes client relationships, personal development, and contributing to our mission to protect families and build a lasting impact in our community.

Qualifications

• Coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
• Passion for people is a MUST.
• Skill set isn’t everything; willingness to learn is valued.

Responsibilities

• Setting Appointments: 6-8 hours per week contacting potential clients and scheduling meetings.
• Research: 4-5 hours per week digging into client information to tailor options.
• Meeting with Families: 2 days per week meeting with clients (virtual or in-person) to present options and help them apply.
• Administrative: 2 hours per week coordinating with insurance carriers for underwriting.

Skills

Coachable

Growth mindset

Self-disciplined

Passion for people

Job description

Spieldenner Financial Group is seeking a dedicated business partner to help revolutionize the Mortgage Protection Industry. You will engage potential clients, schedule meetings, and tailor coverage options with top-rated insurers.

This role emphasizes client relationships, personal development, and contributing to our mission to protect families and build a lasting impact in our community.