Field Underwriter

Spieldenner Financial Group • Gilbert, AZ

22h

About The Position

Spieldenner Financial Group is part of a rapidly growing insurance organization focused on paying agents quickly, minimizing costs, and providing agents with training and support. The Field Underwriter role involves helping clients select and apply for mortgage protection coverage, with meetings held virtually or in person at the agent’s choice. The role also includes researching client information, arranging appointments with prospective clients who previously requested coverage, and coordinating applications with insurance carriers.

This is a commission-only sales position. The average commission on a mortgage protection product is approximately $600 per family protected, and the company states that its expectation is for a full-time agent 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, such as 401(k)s and IRAs. 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 factors including effort, use of the training and sales system, engagement with the lead system, and customer needs in the agent’s chosen geographic areas.

Requirements

• Be coachable, challenge-seeking, and self-disciplined, with a growth mindset.
• The position is commission-only; earnings and production are not guaranteed and depend in part on individual effort, use of the training and sales system, engagement with the lead system, and customer needs in the chosen geographic area.

Responsibilities

• Reach out to potential clients who previously requested coverage and schedule appointments to discuss mortgage protection.
• Research information provided by clients to customize coverage options for their financial needs in the event of death or disability.
• Meet with clients virtually or in person to present coverage options, explain 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 to help clients save for retirement or protect retirement accounts.

Benefits

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

What This Job Offers

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