Field Underwriter (Remote)

Spieldenner Financial Group

• $120K — $240K *
US-AnywhereRemote in Phoenix, AZ
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Coachable and self-disciplined with a growth mindset
  • Strong communication skills for client interaction
  • Ability to customize options based on client research
  • Experience in meeting with families to discuss insurance
  • Flexibility to work virtually or in-person

Responsibilities

  • Set appointments with potential clients for mortgage protection coverage
  • Research client information to tailor financial options
  • Meet with clients to present and discuss coverage options
  • Assist clients in the application process for coverage
  • Coordinate with insurance carriers for application underwriting

Benefits

  • Work-life balance as a foundational principle
  • Flexible work-from-home arrangements
  • Opportunities for part-time and full-time commitments
  • Potential income varies by hours worked
  • Supportive company culture focused on growth and development
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.*

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