Field Underwriter (WFH)

Spieldenner Financial Group

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

Qualifications

  • Self-motivated individuals with a strong work ethic
  • Coachable candidates ready to learn and grow
  • Ability to work independently without supervision
  • Positive mindset with a commitment to discipline
  • No prior experience necessary, attitude is key

Responsibilities

  • Connect with clients to schedule consultations
  • Analyze client information to propose tailored mortgage protection options
  • Conduct virtual or in-person meetings to educate clients on coverage
  • Assist clients in completing applications for coverage
  • Coordinate follow-up with insurance carriers during the underwriting process

Benefits

  • Flexible work schedule options accommodating personal life
  • Potential for significant earnings based on hours worked
  • Opportunity to build a client relationship-focused career
  • Supportive environment that focuses on personal growth and development
Full Job Description
What You'll Do

Connect with Clients (6-8 hrs/week)
Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs.

Prepare Personalized Solutions (4-5 hrs/week)
Analyze client information to tailor mortgage protection options that align with their financial goals and family needs.

Meet & Advise (2 days/week)
Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications.

Manage Follow-Up (2 hrs/week)
Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience.
Who We're Looking For
  • Self-motivated and coachable individuals
  • Strong work ethic and desire to grow
  • Comfortable working independently
  • Positive mindset and willingness to learn

No prior experience required-we focus on attitude, discipline, and commitment.
Flexible Work Options

We believe success shouldn't come at the expense of your personal life. Choose the schedule that fits your goals:
  • Spare Time (4-8 hrs/week): $500-$2,000/month potential*
  • Part-Time (8-25 hrs/week): $2,000-$5,000/month potential*
  • Full-Time (25-50 hrs/week): $10,000-$20,000+/month potential*


Important Disclaimer:

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 depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.

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