[Remote] Field Underwriter | Remote
Note: The job is a remote job and is open to candidates in USA. Spieldenner Financial Group is expanding and looking for driven, self-starting individuals who want to build a meaningful career while helping families protect what matters most—their income. The role involves connecting with clients, preparing personalized solutions, conducting consultations, and managing follow-up with insurance carriers to ensure a smooth underwriting process.
Responsibilities
- Connect with Clients (6–8 hrs/week)
- Reach out to individuals who have already expressed interest in coverage and schedule appointments to review their needs
- Prepare Personalized Solutions (4–5 hrs/week)
- Analyze client information to tailor mortgage protection options that align with their financial goals and family needs
- Meet & Advise (2 days/week)
- Conduct virtual or in-person consultations (your choice) to educate clients, walk them through coverage options, and assist with applications
- Manage Follow-Up (2 hrs/week)
- Coordinate with insurance carriers and support clients through the underwriting process to ensure a smooth experience
Skills
- Self-motivated and coachable individuals
- Strong work ethic and desire to grow
- Comfortable working independently
- Positive mindset and willingness to learn
- No prior experience required—we focus on attitude, discipline, and commitment
Benefits
- Comprehensive training and ongoing mentorship
- Proven systems and lead support
- Fully remote, flexible work environment
- Growth-focused culture with advancement opportunities
Company Overview