Legacy Planning logo
Legacy Planning

Your family deserves a Legacy Plan.

Mortgage Protection Resolution Specialist

Location

Texas

Posted

1 day ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Mortgage Protection Resolution Specialist

Legacy Planning

• 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

Job 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

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