Field Underwriter

Company Description Private Family Banking is a financial services organization focused on helping individuals and families build long-term financial security through tailored insurance and wealth protection strategies. The company emphasizes education-driven guidance, supporting clients in understanding and optimizing concepts such as cash-value life insurance and generational wealth planning. Team members work remotely and use modern technology to connect with clients, deliver personalized solutions, and simplify complex financial topics. The culture supports flexibility, professional growth, and ethical, client-centered service, making it a strong fit for individuals interested in advisory work and financial literacy.
Role Description The Field Underwriter role is a part-time, remote position responsible for assessing client needs and matching them with appropriate insurance and financial products. Day-to-day tasks include meeting with prospective clients via phone or video, gathering detailed financial and personal information, and completing applications for life insurance and related products. The Field Underwriter will review underwriting guidelines, pre-qualify clients, and present suitable options clearly and transparently. Additional responsibilities include maintaining accurate records in CRM tools, following up on pending applications, and collaborating with internal teams to ensure smooth processing. The role requires consistent communication, adherence to compliance standards, and a commitment to providing ethical, client-focused recommendations.
Qualifications
Candidates should possess strong analytical and assessment skills, including the ability to review financial information, interpret underwriting guidelines, and evaluate risk factors.
Candidates should possess excellent communication and interpersonal skills, including clear explanation of complex financial concepts and active listening in client conversations.
Candidates should possess solid organizational and time-management skills, including managing multiple client cases, tracking application statuses, and maintaining accurate documentation.
Candidates should possess proficiency with remote work tools and basic technical skills, including use of video conferencing platforms, CRM systems, and secure document handling.
Insurance or financial services experience, such as life insurance sales, underwriting, or advisory work, is highly beneficial; relevant state insurance licensing (or willingness to obtain it) is preferred.
Demonstrated professionalism, integrity, and a client-centered approach, with the ability to work independently in a remote, part-time environment.
Background in finance, business, or a related field is helpful, though equivalent professional experience will be considered.

Work arrangement
Yes