Field Underwriter | Remote

Spieldenner Financial Group

$12K — $240K *
US-AnywhereRemote in Cookeville, TN
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Coachable and self-disciplined individuals with a growth mindset.
  • Comfortable with varied work hours depending on the role (part-time to full-time).
  • Ability to customize financial protection plans based on client needs.
  • Experience in either virtual or in-person client meetings is a plus (not mandatory).
  • Strong communication skills to effectively present coverage options.

Responsibilities

  • Reach out to potential clients to set appointments for mortgage protection coverage discussions.
  • Research client-provided information to tailor financial options for protection.
  • Conduct client meetings to present and elaborate on coverage options.
  • Assist clients in completing applications for insurance coverage through follow-up.
  • Collaborate with insurance carriers for application processing and underwriting.

Benefits

  • Work from home flexibility designed to support work-life balance.
  • Opportunities for various commitment levels (spare time to full-time).
  • Potential for significant earnings based on effort and commitment level.
  • Training and resources provided to help maximize success.
  • Immediate openings available to join the team.
Full Job Description
Job Duties:
  • Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
  • Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
  • Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
  • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting

Qualifications:

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position.

Availability:

Work-life balance is the foundation on which this company was founded. This work from home role is designed to give you a healthy balance of the two. We have immediate openings for the following roles:
  • Spare time: This is a commitment of working 4-8 hours a week that can generate between $500 to $2,000 per month.*
  • Part-time: This is a commitment of working 8-25 hours a week that can generate between $2,000 to $5,000 per month.*
  • Full-Time: This is a true commitment and requires 25-50 hours per week that can generate between $10,000 to $20,000 per month.*

*Equal opportunity, not equal outcome

No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

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