[Remote] Mortgage Protection Specialist
Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join their Mortgage Protection team. The role involves helping American families protect their income by providing mortgage protection coverage through client meetings, research, and administrative tasks.
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
Skills
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
Benefits
- Extraordinary mentorship, training, and support
- Work from home role
- Work-life balance
Company Overview