Field Underwriter

Spieldenner Financial Group • Gilbert, AZ

1d

About The Position

Spieldenner Financial Group is part of a fast-growing insurance organization focused on paying agents quickly, keeping costs minimal, and providing the training and support agents need to succeed. The Field Underwriter role involves contacting prospective clients who have requested coverage, researching their financial needs, presenting mortgage protection options, and helping clients apply for coverage. Client meetings may be conducted virtually or in person, at the agent’s choice.

This is a commission-only sales position. The posting states that the average commission on a mortgage protection product is approximately $600 per family protected, and that the expectation for a full-time agent is to sell 5 to 10 mortgage protection plans per week. Agents may also offer financial products intended to help clients save for retirement or protect retirement accounts from stock-market losses. Training is provided on these products and how to sell them. Compensation includes uncapped commissions, a bonus structure, and incentive trips that agents and managers may qualify for based on individual and team results. Results are not guaranteed and vary based on several factors, including effort, implementation of the training and sales system, use of the lead system, and customer needs in the agent’s chosen geographic area.

Requirements

• Be coachable, challenge-seeking, and self-disciplined, with a growth mindset.

Responsibilities

• Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection coverage.
• Research information provided by clients to customize options for financial needs in the event of death or disability.
• Meet with clients in person or virtually to present coverage options, discuss details, and help them apply for coverage.
• Follow up with insurance carriers to facilitate client applications through underwriting.
• Offer mortgage protection and other financial products, including products related to retirement savings and protection of retirement accounts.

Benefits

• Uncapped commission.
• Competitive bonus structure.
• Incentive trips agents and managers may qualify for based on individual and team results.
• Training and support.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed