Mortgage Protection Resolution Specialist

Legacy Planning

Mortgage Protection Resolution Specialist supporting families with life insurance solutions remotely. Focusing on tailored mortgage protection while building strong client relationships and generating leads.

Posted 6/26/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

mortgage protection solutionslife insurance policiesdisability benefitscritical illness benefitschronic conditions benefitslead generationsales closingcustomer satisfaction

Soft Skills

communication skillsinterpersonal skillsself-motivatedgoal-orientedresults-drivenindependent workschedule managementrelationship building

Certifications

active insurance license