Mortgage Protection Agent

UniTrust Financial Group
Sioux Falls, SD Full Time
POSTED ON 1/9/2024 CLOSED ON 1/16/2024

What are the responsibilities and job description for the Mortgage Protection Agent position at UniTrust Financial Group?

Remote Mortgage Protection Agent

As a Remote Mortgage Protection Agent, your primary responsibilities revolve around qualifying prospects, building client relationships, and persuading others to purchase mortgage protection products. With average first-year pay ranging from $89,190 to $152,800 per year, this position entails a wide range of duties, including:

  • Developing a comprehensive understanding of the mortgage protection product offerings
  • Identifying prospective customers through effective lead generation and conversion strategies
  • Initiating contact with new and existing customers to understand their needs and discuss suitable mortgage protection solutions
  • Effectively highlighting the features of products to showcase their ability to address customer problems and provide value
  • Providing prompt and accurate responses to customer inquiries about the products
  • Negotiating prices, terms, and preparing sales agreements to facilitate successful transactions
  • Collaborating with colleagues across various sectors to deliver comprehensive solutions
  • Maintaining contact lists and proactively following up with customers to nurture relationships
  • Presenting and selling mortgage protection policies to both new and existing clients
  • Developing and calculating suitable plans based on clients' specific needs and financial circumstances
  • Resolving client inquiries and complaints promptly and professionally
  • Expanding business reach through effective networking techniques
  • Ensuring compliance with insurance standards and regulations
  • Tracking, analyzing, and identifying areas of improvement in sales strategies
  • Meeting designated sales targets by customizing marketing strategies to sell mortgage protection products to businesses or individuals
  • Conducting thorough market research to understand the target audience's needs, preferences, habits, interests, and other relevant factors for creating targeted marketing events
  • Researching previous successful campaigns to gain insights and improve future strategies
  • This position is commission-only.

Qualifications & Skills: To excel in this role, the following qualifications and skills are required:

  • Previous experience in insurance, customer service, or related fields
  • Ability to build rapport with clients and establish strong relationships
  • Strong negotiation skills to achieve favorable outcomes
  • Excellent written and verbal communication skills
  • Exceptional time management and multitasking abilities
  • Proficiency in prioritizing tasks effectively

Job Type: Full-time Pay: $89,190 - $152,800 per year Schedule:

  • Hours: Monday to Friday
  • Supplemental Pay Types: Bonus pay & Commission pay
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