Mortgage Protection Specialist

2 weeks ago


Hickory, North Carolina, United States Spieldenner Financial Group Full time
Job Overview

Spieldenner Financial Group is seeking a skilled professional to join our team as a Mortgage Protection Specialist. In this role, you will play a crucial part in helping us revolutionize the Mortgage Protection Industry.

Key Responsibilities
  • Setting Appointments: 6-8 hours per week: Reaching out to potential clients who 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: Conducting research to customize options that meet the client's financial needs in the event of a death or disability.
  • Meeting with Families: 2 days per week: 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: 2 hours per week: Following up with insurance carriers to facilitate client applications through underwriting.
Requirements

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

Our company serves people by taking a deep dive into their financial situation every week. We protect our clients by partnering with top-rated insurance companies to customize a plan that provides a personalized solution to protect their largest asset: the ability to make an income. We grow by making a generational impact in the lives of our clients, agents, and community.

We are an equal opportunity employer, and we do not guarantee any particular results. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work.


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