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Mortgage Protection Specialist

2 months ago

Lafayette, Louisiana, United States Symmetry Financial Group -Simple Solutions Financial Services LLC Full time
About the Role

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

Job Summary

This is a remote work opportunity that requires a commitment of 4-50 hours per week, depending on the level of involvement. As a Mortgage Protection Specialist, you will be responsible for helping American families protect their largest asset: the ability to make an income.

Key Responsibilities
  • Client Outreach: Reach out to potential clients who have previously requested coverage with our company and schedule meetings to discuss their mortgage protection coverage.
  • Research and Analysis: Conduct research to customize options to meet the financial needs of clients 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.
Requirements

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. A strong work ethic and ability to work independently are essential for this role.

Work-Life Balance

This work-from-home role is designed to provide a healthy balance between work and personal life. We offer flexible scheduling and the opportunity to earn a competitive income.

About Us

Symmetry Financial Group - Simple Solutions Financial Services LLC is a part of the fastest-growing insurance organization in the country. We are committed to providing our clients with exceptional service and support.