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Mortgage Protection Resolution Specialist

Role overview

Qualifications

  • Active insurance license (or willingness to obtain one)
  • Strong communication and interpersonal skills
  • Self-motivated, goal-oriented, and results-driven mindset
  • Basic computer skills for CRM and client management

Responsibilities

  • 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

About the company

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Legacy Planning

Company details

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Job description

Mortgage Protection Resolution Specialist

Location: Remote Position/Work from Home
Job Type: Full-Time/Part-Time
Compensation: Uncapped Commission-Based

About Us

We’re excited to invite passionate, driven individuals to join our team as Mortgage Protection Life Insurance Agents. This isn’t just another job—it’s a career built for people who care deeply about helping families protect the home they’ve worked so hard for and create lasting memories.

Mortgage protection agents play a vital role in ensuring families can keep their generational homes in the family by putting life insurance policies in place with living benefits for disability, chronic, or critical illness. The purpose of mortgage protection is simple yet powerful: to provide financial security by paying off the mortgage if the main wage earner passes away or experiences a significant health event.

If you want flexibility, purpose, and real earning potential, this is the opportunity for you. You’ll have the freedom to work from anywhere, create a schedule that fits your life, and build a clear path toward financial independence—all while adding family value to your community.

We thrive in a collaborative, team-oriented environment. Whether you like to stand out and shine or focus on hitting your income goals quietly, there’s a place for you here. And yes—we also believe life is too short not to enjoy it!

Responsibilities

  • 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


What We Offer

  • 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


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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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