Remote Mortgage Protection Specialist

Spieldenner Financial Group; West Palm Beach (FL); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Spieldenner Financial Group is seeking a motivated partner to help expand our Mortgage Protection practice, meeting potential clients virtually or in-person to discuss personalized coverage options.

You'll split time between setting appointments, researching client needs, and guiding applicants through the underwriting process with top-rated carriers, in a growth-minded, coachable culture.

Join a team focused on personal development and making a lasting financial impact in the community.

Qualifications

• Coachable with a growth mindset.
• Passion for people is a MUST.
• Strong interpersonal and communication skills.

Responsibilities

• Set 6-8 hours of appointments weekly with potential clients.
• Research 4-5 hours weekly to tailor options to client needs.
• Meet with families 2 days weekly to discuss options and help with applications.
• Administrative: follow up with carriers to facilitate underwriting.

Skills

Coachable

Growth mindset

People skills

Job description

Spieldenner Financial Group is seeking a motivated partner to help expand our Mortgage Protection practice, meeting potential clients virtually or in-person to discuss personalized coverage options.

You'll split time between setting appointments, researching client needs, and guiding applicants through the underwriting process with top-rated carriers, in a growth-minded, coachable culture.

Join a team focused on personal development and making a lasting financial impact in the community.