Mortgage Protection Broker

About the role

Spieldenner Financial Group is looking for a business partner to help revolutionize the Mortgage Protection Industry. The company serves clients by diving deep into their financial situation, partners with top‑rated insurance carriers to customize mortgage protection plans, and focuses on personal development to make a generational impact for clients, agents, and the community.

Responsibilities

• Setting Appointments – 6‑8 hours per week: reach out to potential clients who have previously requested coverage and schedule meetings to discuss mortgage protection options.
• Research – 4‑5 hours per week: analyze client‑provided information to customize coverage options for death or disability scenarios.
• Meeting with Families – 2 days per week: meet with clients virtually or in‑person to present options, discuss coverage details, and assist with applications.
• Administrative – 2 hours per week: follow up with insurance carriers to facilitate client applications through underwriting.

Requirements

• Coachable, challenge‑seeking, self‑disciplined mindset.
• Growth‑oriented attitude.
• Passion for people is a must.

Skills

• Ability to listen and understand clients’ financial needs.
• Strong communication and presentation skills (virtual or in‑person).
• Organizational skills for appointment setting, research, and administrative follow‑up.
• Self‑motivation and discipline to manage a flexible weekly schedule.

Schedule

• Setting Appointments: 6‑8 hours per week.
• Research: 4‑5 hours per week.
• Meeting with Families: 2 days per week (virtual or in‑person).
• Administrative: 2 hours per week.