Field Underwriter

Spieldenner Financial Group • Columbus, OH

1d • Hybrid

About The Position

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country. Their primary focus areas include ensuring agents are paid quickly, keeping costs minimal, and providing agents with the necessary training and support for success. The company serves clients by conducting in-depth reviews of their financial situations, partnering with top-rated insurance companies to create personalized plans that protect their most significant asset (their ability to earn income), and assisting them in saving for retirement or safeguarding existing retirement accounts like 401ks and IRAs from market losses. Spieldenner Financial Group operates with a people-first mentality, prioritizing its agents, and aims to create a generational impact on the lives of its clients, agents, and the community. They describe themselves as a personal development company that also sells insurance.

Requirements

• Coachable
• Challenge-seeking
• Self-disciplined
• Growth mindset

Responsibilities

• Setting Appointments: 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: 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: 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: following up with insurance carriers to facilitate client applications through underwriting.

Benefits

• Unparalleled benefits
• Connections within the insurance industry
• Extensive training on how these products work and how to sell them
• Uncapped commission
• Competitive bonus structure program
• Incentive trips agents/managers can qualify for based on their individual and team results

What This Job Offers

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