Mortgage Protection Broker

Spieldenner Financial Group • Buffalo, NY

1d

About The Position

Spieldenner Financial Group is seeking a business partner to help provide mortgage protection coverage. The role involves contacting prospective clients who have previously requested coverage, researching their financial information to customize options, meeting with families virtually or in person to present coverage and help them apply, and following up with insurance carriers during underwriting. The company describes itself as focused on serving and protecting clients, personal development, and making a generational impact in the lives of clients, agents, and the community.

The role includes approximately 6–8 hours per week setting appointments, 4–5 hours per week researching client information, meetings with families two days per week, and approximately two hours per week of administrative follow-up. Meeting format is the agent’s choice: virtual or in person. Success and earnings are not guaranteed and depend on factors including effort, use of the training and sales system, engagement with the lead system, and insurance needs in the agent’s chosen geographic area.

Requirements

• Be coachable, challenge-seeking, self-disciplined, and growth-minded.
• Have a passion for working with people.

Responsibilities

• Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
• Review information provided by clients and customize coverage options to address financial needs in the event of death or disability.
• Meet with families virtually or in person to present coverage options, explain details, and assist with applications.
• Follow up with insurance carriers to facilitate client applications through underwriting.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed