Mortgage Protection Broker
About The Position
Spieldenner Financial Group is seeking a business partner to help revolutionize the Mortgage Protection Industry. The role involves setting appointments with potential clients who have previously requested coverage, researching client information to customize options for mortgage protection in cases of death or disability, and meeting with families either virtually or in-person to present these options and assist with applications. Additionally, the position requires administrative tasks such as following up with insurance carriers to facilitate client applications through underwriting. The company emphasizes serving and protecting clients by partnering with top-rated insurance companies to provide personalized solutions, and fostering personal development for its agents and community.
Requirements
- Coachable
- Challenge-seeking
- Self-disciplined
- Growth mindset
- Passion for people is a MUST
Responsibilities
- Setting Appointments: 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: 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 (the choice is yours) 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
Part-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1-10 employees
