Remote Mortgage Protection Advisor (Entry Level)

Spieldenner Group; Milwaukee (WI); Hybrid; USD 35,000 - 75,000; Full time

Job summary

Spieldenner Financial Group is expanding its team and seeking a motivated business partner to transform the Mortgage Protection industry. You will manage client outreach, tailor coverage options, and guide families through the application process.

This role emphasizes coaching, growth, and a people-first approach, with options for virtual or in-person meetings and flexible weekly commitments.

Qualifications

• Must be coachable and self-disciplined with a growth mindset.
• Passion for people is a MUST.

Responsibilities

• Set appointments: 6-8 hours weekly to contact potential clients and schedule meetings.
• Research: 4-5 hours weekly to tailor coverage options to client needs.
• Meetings with families: 2 days weekly, virtual or in-person to present options and assist with applications.
• Administrative: 2 hours weekly following up with carriers to facilitate underwriting.

Skills

Coachable

Growth mindset

People oriented

Job description

Spieldenner Financial Group is expanding its team and seeking a motivated business partner to transform the Mortgage Protection industry. You will manage client outreach, tailor coverage options, and guide families through the application process.

This role emphasizes coaching, growth, and a people-first approach, with options for virtual or in-person meetings and flexible weekly commitments.