Mortgage Specialist

Are you considering a change from the mortgage industry into financial services? If so, we have a specific position that could match your qualifications uniquely. You can maintain your mortgage license to originate loans for referral fees, while expanding your sales in a broader financial services field to offer comprehensive planning for your client base. As our firm’s mortgage specialist, you will have joint work opportunities with other advisors in the firm, train and educate the firm on mortgage products and earn multiple streams of income through mortgage and financial service product sales. If your goal is to help your clients achieve financial security in all areas of their life, then apply today.

Compensation:

$75,000 at plan commission, performance-based income

Responsibilities:

How will you build your business?

• Set goals and determine your path as our firm’s mortgage specialist
• Define your target markets
• Daily prospecting and professional networking
• Cultivate and grow your book of business
• Coordinate and take advantage of joint work opportunities with other advisors
• Learn new product lines in financial services to add a robust line to reach more clients and offer more services
• Continue licensing for insurance and securities financial services

Qualifications:

YOUR SKILLSET:

• You are disciplined and self-motivated
• You are social and often participate in groups and organizations
• You have 3+ years of experience originating loans
• You possess emotional intelligence and are well-spoken
• You’re willing to go the extra mile for clients
• You have presentational and organizational skills
• You communicate and explain product types and needs clearly
• You have proven lead generation experience
• You are eager to learn and expand the services you offer clients

About Company

Thompson Financial Groupis a financial services firm and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high-level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.