Remote Mortgage Protection Advisor | Flexible Schedule

GIA Legacy Planning; Texas; Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Comprehensive training

Mentorship programs

Access to top-rated carriers

Competitive commissions with bonuses

Job summary

GIA Legacy Planning is seeking a Mortgage Protection Resolution Specialist to help families safeguard their homes through tailored life insurance solutions with living benefits.

This fully remote role offers flexible scheduling, ongoing training, mentorship, and access to top-rated carriers. You will identify client needs, educate them on policies, and guide prospects from inquiry to policy issuance.

Qualifications

• Identify client needs and recommend tailored mortgage protection solutions
• Educate clients on life insurance policies with living benefits for disability, chronic illness, or critical illness
• Gain understanding of products and carriers to inform clients effectively

Responsibilities

• Identify client needs and recommend tailored mortgage protection solutions
• Educate clients on life insurance policies with living benefits for disability, chronic illness, or chronic conditions
• Generate leads through networking, referrals, and company-provided resources
• Follow up with prospects to close sales and ensure customer satisfaction
• Competitive commission structure with bonus potential
• Flexible work schedule (fully remote position)
• Comprehensive training and mentorship programs
• Access to top-rated insurance carriers and in-demand products
• Active insurance license (or willingness to obtain one—we provide full guidance)
• Own a device to conduct business iPad, laptop, desktop and phone

Skills

CRM software

Client management

Basic computer skills

Tools

CRM

Job description

GIA Legacy Planning is seeking a Mortgage Protection Resolution Specialist to help families safeguard their homes through tailored life insurance solutions with living benefits.

This fully remote role offers flexible scheduling, ongoing training, mentorship, and access to top-rated carriers. You will identify client needs, educate them on policies, and guide prospects from inquiry to policy issuance.