Mortgage Protection Specialist

5 days ago


Moreno Valley, California, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time
About the Role

We are seeking a highly motivated and independent individual to join our Mortgage Protection team as a Mortgage Protection Specialist. As a key member of our team, you will play a crucial role in helping American families protect their largest asset: the ability to make an income.

Key Responsibilities
  • Appointment Setting: Reach out to potential clients and schedule meetings to discuss their mortgage protection coverage.
  • Research and Analysis: Conduct thorough research to customize options that meet the client's financial needs in the event of a death or disability.
  • Client Meetings: Meet with clients to present their options, discuss the details of the coverage, and help them apply for coverage.
  • Administrative Tasks: Follow up with insurance carriers to facilitate client applications through underwriting.
Qualifications

We are looking for a coachable, challenge-seeking, self-disciplined individual with a growth mindset. A strong skill set is not everything for this position. We value individuals who are eager to learn and grow with our company.

Work-Life Balance

We offer a flexible work-from-home arrangement that allows for a healthy balance between work and personal life. Our team members can choose to work 4-8 hours a week, 8-25 hours a week, or 25-50 hours a week, depending on their availability and goals.

About Us

Symmetry Financial Group - Simple Solutions Financial Services LLC is a part of the fastest-growing insurance organization in the country. We are proud to be among the INC 5000's fastest-growing private companies and have been voted Top Company Culture by Entrepreneur Magazine.



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