This role involves helping clients secure mortgage protection coverage through a flexible schedule. The daily tasks include setting appointments (6-8 hrs/week) with potential clients, researching their financial needs (4-5 hrs/week), and meeting with families (2 days/week) either virtually or in person to present options and assist with applications. Additionally, you'll spend about 2 hours/week on administrative follow-ups with insurance carriers.
Requirements include being coachable, self-disciplined, and passionate about helping others. The company focuses on serving clients, customizing protection plans with top-rated insurers, and fostering personal growth to make a lasting impact. If you're growth-minded and enjoy working with people, apply now!
*Success depends on effort, training, and client needs; results vary by individual.*