Field Underwriter
About The Position
Spieldenner Financial Group is seeking a business partner to help serve clients seeking mortgage protection coverage. The role involves contacting prospective clients who have previously requested coverage, researching their information to tailor options to their financial needs in the event of death or disability, and meeting with families to present coverage options and help them apply. Meetings may be held virtually or in person, at the agent’s choice. The role also includes following up with insurance carriers to move client applications through underwriting. The company describes its work as serving and protecting clients by partnering with top-rated insurance companies to provide personalized coverage intended to protect clients’ ability to earn an income. It also emphasizes personal development and making a generational impact for clients, agents, and the community. Success and earnings are not guaranteed and depend on factors including effort, implementation of the training and sales system, use of the lead system, and insurance needs in the agent’s chosen geographic area.
Requirements
- Be coachable, challenge-seeking, self-disciplined, and have a growth mindset.
- Have a passion for people.
Responsibilities
- Contact prospective clients who previously requested coverage and schedule appointments to discuss mortgage protection.
- Research client-provided information to customize coverage options for their financial needs in the event of death or disability.
- Meet with families in person or virtually to present coverage options, discuss details, and assist with applications.
- Follow up with insurance carriers to facilitate client applications through underwriting.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
