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Mortgage Protection Agent

2 months ago

Huntington Beach, California, United States Symmetry Financial Group -Simple Solutions Financial Services LL Full time
About the Role

We are seeking highly motivated and independent individuals to join our Mortgage Protection team at Simple Solutions Financial Services.

As a Mortgage Protection Agent, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.

Key Responsibilities
  • Setting Appointments: Reach out to potential clients to schedule meetings to discuss their mortgage protection coverage.
  • Research: Gather information to customize options that meet clients' financial needs in case of death or disability.
  • Meeting with Families: Present options, discuss details, and help clients apply for coverage.
  • Administrative: Follow up with insurance carriers to facilitate client applications.
Qualifications

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset.

Work-Life Balance

We offer a healthy balance of work and life, with flexible scheduling options to suit your needs.

About Us

Simple Solutions Financial Services is a part of the fastest-growing insurance organization in the country, recognized for our Top Company Culture by Entrepreneur Magazine.

We are committed to providing extraordinary mentorship, training, and support to our agents, empowering them to succeed in the industry.