Field Underwriter

Spieldenner Group is a fast-growing financial services organization focused on helping families protect what matters most. The Field Underwriter role involves client outreach, preparation of personalized coverage options, conducting client meetings, and light administrative tasks, all while providing support and training to new agents.

Responsibilities

• Client Outreach (6–8 hrs/week) Connect with individuals who have already requested information and schedule a time to review their coverage needs
• Preparation & Research (4–5 hrs/week) Review client information and prepare personalized coverage options based on their financial situation
• Client Meetings (2 days/week) Meet with clients virtually or in person (your choice) to walk through options and help them apply for coverage
• Light Admin (2 hrs/week) Follow up on applications and communicate with insurance carriers as needed

Skills

• Coachable and willing to learn
• Self-motivated and goal-oriented
• Comfortable working independently
• Looking for flexibility and performance-based income
• No prior experience required (training provided)

Benefits

• Flexible schedule (full-time or part-time)
• Remote work with optional in-person meetings
• Structured onboarding and ongoing training
• Access to systems, tools, and support to help you succeed
• Performance-based income with uncapped potential

Company Overview