Remote Mortgage Protection Sales Partner

Spieldenner Financial Group; West Palm Beach (FL); Hybrid; USD 50,000 - 90,000; Full time

Job summary

Spieldenner Financial Group is seeking a motivated partner to join our Mortgage Protection team. You will set appointments, research client needs, and meet with families to discuss personalized coverage options, either virtually or in person.

This role emphasizes coachability, a growth mindset, and passion for helping people. You’ll work with top-rated carriers to tailor plans that protect clients’ income and assets, while building a lasting advisory relationship.

Qualifications

• Coachable, growth mindset, self-discipline are required.
• Passion for helping people is essential.
• Ability to work with lead systems and coordinate with clients.

Responsibilities

• Setting appointments for 6–8 hours per week with potential clients.
• Researching client information 4–5 hours per week to tailor options.
• Meeting with families 2 days per week, virtually or in-person, to present options and assist with applications.
• Administrative follow-up with carriers to facilitate underwriting.

Skills

coachable

growth mindset

people person

self-discipline

Job description

Spieldenner Financial Group is seeking a motivated partner to join our Mortgage Protection team. You will set appointments, research client needs, and meet with families to discuss personalized coverage options, either virtually or in person.

This role emphasizes coachability, a growth mindset, and passion for helping people. You’ll work with top-rated carriers to tailor plans that protect clients’ income and assets, while building a lasting advisory relationship.