Remote Mortgage Protection Sales Pro

Spieldenner Financial Group; Florence (SC); Hybrid; USD 156,000 - 312,000; Full time

Job summary

Spieldenner Financial Group is seeking self-motivated financial sales agents who want to build a career in mortgage protection. You will manage activities from prospecting to closing, with emphasis on client education and personalized solutions.

Responsibilities include setting appointments, researching client needs, meeting families (virtual or in-person), and guiding applications through underwriting. Compensation is commission-based with training and growth opportunities.

Qualifications

• We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn’t everything for this position.

Responsibilities

• Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
• Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
• Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
• Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

Job description

Spieldenner Financial Group is seeking self-motivated financial sales agents who want to build a career in mortgage protection. You will manage activities from prospecting to closing, with emphasis on client education and personalized solutions.

Responsibilities include setting appointments, researching client needs, meeting families (virtual or in-person), and guiding applications through underwriting. Compensation is commission-based with training and growth opportunities.