Financial Services

Field Underwriter (Remote)

RemoteRemoteFull TimePosted 1 month ago

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Required skills

Commission-only
Performance-based income
Flexible schedule
Remote work
Training provided
Mortgage protection
Retirement planning
Financial risk
Household protection
Coverage needs

Nice to have

Salesforce
CRM

Role summary

A fast-growing financial services organization is seeking a remote Field Underwriter to help families protect their financial future. The role involves client outreach, preparation and research, client meetings (virtual or in-person), and light administrative tasks. This commission-only sales position offers flexible hours, hands-on training, and uncapped income potential. No prior experience is required, as comprehensive training and support systems are provided. The ideal candidate is coachable, self-motivated, goal-oriented, and comfortable working independently.

We are a fast-growing financial services organization focused on helping families protect what matters most.

We prioritize fast pay, low startup costs, and hands-on training, so you can focus on learning the role and building income from day one.

What You’ll Be Doing

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.

Who This Role Fits Best

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)

What You’ll Gain

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

What This Role Is About

We work directly with families to help them:

Understand their financial risks
Protect their income and household
Choose coverage that fits their needs and budget

You’ll be trained to guide conversations, present options clearly, and support clients through the application process.

Important Compensation Disclosure

This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also offer financial products designed to help individuals plan for retirement or protect existing retirement accounts. Training is provided.

No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area.

Ready to apply?

You'll be redirected to Spieldenner Financial Group's application page.