Mortgage Protection Broker
About The Position
Spieldenner Financial Group is seeking a business partner to innovate the Mortgage Protection Industry. The role involves setting appointments with potential clients who have requested coverage, researching client information to customize mortgage protection options for death or disability, meeting with families virtually or in-person to present options and assist with applications, and performing administrative follow-ups with insurance carriers. The company emphasizes serving and protecting clients by customizing plans with top-rated insurance companies and fostering personal development for agents and the community.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
- Passion for people
Responsibilities
- Setting Appointments: reaching out to potential clients that have previously requested coverage and scheduling a time to meet with them to discuss their mortgage protection coverage
- Research: 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: meeting with clients either virtually or in-person to present their options, discuss the details of the coverage, and help them apply for coverage
- Administrative: following up with insurance carriers to facilitate client applications through underwriting
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
