Remote Mortgage Protection Advisor

Spieldenner Financial Group; Rochester (MN); Hybrid; USD 40,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking a new business partner to revolutionize the Mortgage Protection Industry. The role involves setting appointments, researching client needs, meeting with families (virtual or in-person), and handling underwriting follow-ups to finalize coverage.

Ideal candidates are coachable, with a passion for helping people and a growth mindset; you will work to tailor mortgage protection plans for clients in the Minnesota area.

Qualifications

• We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.
• Passion for people is a MUST

Responsibilities

• Setting Appointments: 6-8 hours per week to reach out to potential clients and schedule meetings.
• Research: 4-5 hours per week to customize options based on clients' financial needs.
• Meeting with Families: 2 days per week to present options and help them apply for coverage.
• Administrative: 2 hours per week to follow up with carriers and facilitate underwriting

Skills

Coachable mindset

People skills

Sales aptitude

Job description

Spieldenner Financial Group is seeking a new business partner to revolutionize the Mortgage Protection Industry. The role involves setting appointments, researching client needs, meeting with families (virtual or in-person), and handling underwriting follow-ups to finalize coverage.

Ideal candidates are coachable, with a passion for helping people and a growth mindset; you will work to tailor mortgage protection plans for clients in the Minnesota area.