What are the responsibilities and job description for the Field underwriter (Mortgage Protection) position at Core Family Partners?
Company Description
Core Family Partners is an independent financial services agency. We specialize in providing families with customized mortgage protection and life insurance solutions to help safeguard their homes. We pride ourselves on a high-integrity, consultative approach to client services.
Role Description
We are seeking a Field Underwriter to join our growing team. This role is responsible for consulting with clients who have requested information regarding mortgage protection. You will act as a primary point of contact, assessing health and financial eligibility to identify the best coverage options for each family's unique needs:
Key Responsibilities:
- Consult with homeowners (warm leads) to evaluate protection needs and financial goals.
- Facilitate the application process through accurate field underwriting and production selection.
- Maintain a professional, Self-managed schedule focused on client service excellence.
- Ensure all client interactions meet industry compliance and state regulatory standards.
Qualifications
- License: Must hold or be willing to obtain a State Life and Health Insurance License (guidance provided for the right candidate)
- Skills: Strong interpersonal communication, attention to detail, and a self-motivated professional mindset.
- Integrity: Must be comfortable passing a standard background check as required for state licensing.