Mortgage Protection Agent
South Carolina, USA
Listed on 2026-03-10
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Sales
Insurance Sales, Financial Sales -
Finance & Banking
Insurance Sales, Financial Sales
Greenville, United States | Posted on 03/07/2026
Sandhills Financial Group is a fast-growing brokerage dedicated to helping families protect their homes, income, and financial future. Our focus is on providing life insurance solutions such as mortgage protection, final expense coverage, and retirement-focused products that give families peace of mind.
We believe financial protection should be simple, personal, and accessible. By combining modern technology with genuine human connection, our team helps families make confident decisions about protecting what matters most.
In this role, you won’t be cold calling or knocking on doors. Instead, you’ll work with a steady flow of qualified clients who have already requested information about protecting their mortgage or financial future.
What You’ll Do- Learn and implement our proven mortgage protection sales system
- Connect with homeowners who have requested information about protecting their mortgage
- Conduct virtual consultations via Zoom or phone to understand clients’ needs
- Educate families on mortgage protection, life insurance, and related financial solutions
- Recommend coverage options that align with clients’ financial goals and budgets
- Maintain clear communication with clients and internal teams throughout the process
- Work alongside leadership and team members to deliver a positive client experience
- Achieve performance benchmarks that unlock higher income and advancement opportunities
- Participate in weekly virtual trainings and team meetings
- Build and maintain a long-term client base using company-provided and self-generated leads
- Background in sales, customer service, or client-facing roles preferred (not required)
- Comfortable using technology and conducting virtual appointments
- Strong communicator who can build trust with clients quickly
- Self-motivated, coachable, and goal-oriented
- Professional presence on Zoom and over the phone
- Passionate about helping families protect their homes and financial future
- Must be able to pass a background check
- Reliable phone, computer, and internet connection
- Active Life & Health Insurance License or willingness to obtain one within 7–10 days (training provided)
- Ability to accommodate client schedules, including some evenings or weekends
- Fully remote position with flexible scheduling
- Performance-based compensation with uncapped income potential
- Monthly bonuses and production incentives
- Annual incentive trips for top producers (company and carrier sponsored)
- Access to discounted health and life insurance options
- Fast-track leadership and promotion opportunities for top performers
If you don’t currently have a Life & Health Insurance License, Sandhills Financial Group will guide you through the process and help you become licensed within 7–10 days of onboarding.
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