Field Underwriter

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week. 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: 4-5 hours per week. 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: 2 days per week. 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: 2 hours per week. Following up with insurance carriers to facilitate client applications through underwriting. Requirements: Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset. Passion for people is a MUST. What We Do: We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation. We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income. We grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community! *Equal opportunity, not equal outcome. #J-18808-Ljbffr