Remote Mortgage Protection Advisor

Spieldenner Financial Group; United States; Remote; USD 45,000 - 75,000; Full time

Job summary

Spieldenner Financial Group is seeking a dedicated partner to transform the Mortgage Protection industry. You will set appointments, research client needs, and meet with families to review personalized coverage options in Virtual or in-person settings.

Role emphasizes coaching, growth mindset, and a passion for helping people, with a focus on delivering tailored mortgage protection solutions through carrier partnerships.

Qualifications

• Coachable and growth-oriented mindset.
• Passion for people is a MUST.
• Ability to schedule and manage client meetings.

Responsibilities

• Setting Appointments: 6-8 hours per week by contacting potential clients who requested coverage and scheduling meetings.
• Research: 4-5 hours per week to customize options based on client needs.
• Meeting with Families: 2 days per week to present options, explain coverage details, and assist with applications.
• Administrative: 2 hours per week to coordinate with carriers and facilitate underwriting.

Skills

Coachable

Growth mindset

Self-disciplined

People skills

Job description

Spieldenner Financial Group is seeking a dedicated partner to transform the Mortgage Protection industry. You will set appointments, research client needs, and meet with families to review personalized coverage options in Virtual or in-person settings.

Role emphasizes coaching, growth mindset, and a passion for helping people, with a focus on delivering tailored mortgage protection solutions through carrier partnerships.