Remote Mortgage Protection Specialist

GIA Legacy Planning; Clifton (TX); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Competitive commission structure with)

Flexible work schedule (fully remote)

Comprehensive training and mentorship

Access to top-rated insurance carriers

Job summary

GIA Legacy Planning is seeking a Mortgage Protection Resolution Specialist to work remotely in the United States. You will assess client needs and propose tailored mortgage protection solutions, using life insurance with living benefits to secure homes for families.

This role emphasizes helping clients protect their most valuable asset—home ownership—while building financial security. In this remote, flexible position, you’ll receive comprehensive training and access to top-rated carriers, with

Qualifications

• Active license required or willingness to obtain with company guidance.
• Basic computer skills for CRM and client management.
• Own a device to conduct business (iPad, laptop/desktop, and phone).

Responsibilities

• Identify client needs and recommend tailored mortgage protection solutions.
• Educate clients on life insurance policies with living benefits for disability, critical illness, or chronic conditions.
• Generate leads through networking, referrals, and company-provided resources.
• Follow up with prospects to close sales and ensure customer satisfaction.

Skills

Sales

Communication

Networking

Education

Active insurance license

Tools

CRM software

Job description

GIA Legacy Planning is seeking a Mortgage Protection Resolution Specialist to work remotely in the United States. You will assess client needs and propose tailored mortgage protection solutions, using life insurance with living benefits to secure homes for families.

This role emphasizes helping clients protect their most valuable asset—home ownership—while building financial security. In this remote, flexible position, you’ll receive comprehensive training and access to top-rated carriers, with