Mortgage Protection Resolution Specialist

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🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Legacy Planning

WebsiteLinkedInAll Job Openings

1 - 10 employees

👥 B2C

B2C

<Legacy Planning> is a concierge legacy- and estate-planning service that helps families, executors/trustees, and small business owners create and maintain a secure, organized “Digital Binder” containing wills, trusts, documents, account information, instructions, and a narrative about the client's affairs. The company builds and updates the digital record using secure online software, trains designated loved ones and executors on how to use the plan, and offers business succession guidance to ease transitions after death or incapacity. Legacy Planning focuses on reducing stress for survivors by centralizing documents, contact/notification information, financial and insurance details, and practical instructions for executors and caregivers.

📋 Description

• Identify client needs and recommend tailored mortgage protection solutions • Educate clients on life insurance policies with living benefits for disability, critical illness, or chronic conditions • Build and maintain strong, trust-based client relationships • Generate leads through networking, referrals, and company-provided resources • Follow up with prospects to close sales and ensure customer satisfaction • Stay up-to-date on industry trends, products, and carrier offerings • Work independently while collaborating with a supportive, high-energy team

🎯 Requirements

• Active insurance license (or willingness to obtain one—we provide full guidance) • Strong communication and interpersonal skills • Self-motivated, goal-oriented, and results-driven mindset • Ability to work independently while managing your schedule effectively • Basic computer skills for CRM and client management • Own a device to conduct business (iPad, laptop, desktop, and phone)

🏖️ Benefits

• Competitive commission structure with bonus potential • Flexible work schedule (fully remote position) • Comprehensive training and mentorship programs • Access to top-rated insurance carriers and in-demand products • Clear paths for career growth, leadership, and professional development • Supportive team culture with ongoing coaching and collaboration