• Underwrites new and renewal business • Approves policy changes • Maintain workload and controls written business • Provides leadership to a production/underwriting team • Provides high quality professional service to Agents and Companies • Meet or exceed production goals as assigned by Management • Supervise team(s) ensuring all pertinent information is communicated • Develop and maintain excellent relationships with clients • Market all program products and services to clients • Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business • Approve and disapprove endorsement requests according to internal and Company guidelines • Monitor accounts to ensure compliance with the firm's policies and procedures • Monitor production, hit ratios, renewal retention ratios, spread of risk and other production and quality measures to minimize risk • Review and handle policy servicing requests appropriately • Review inspection reports and compare to the conditions represented at the time of binding • Meet or exceed file documentation standards and pass all audits

• Lead the day-to-day management of the Post Purchase Forensic Underwriting Team • Serve as the second level escalation point for the Forensic Post Purchase Underwriting Team • Monitor investor posted turn times • Support onboarding and ongoing training programs for new hires and existing employees • Act as the department’s subject matter expert • Drive departmental projects

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. This opportunity is ideal for individuals who value flexibility, mentorship, and a system designed to support long-term success. Whether you’re experienced or new to the industry, we provide the training and guidance needed to compete at a high level. What You’ll Do 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. Who We’re Looking For - 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. Flexible Work Options We believe success shouldn’t come at the expense of your personal life. Choose the schedule that fits your goals: - Spare Time (4–8 hrs/week): $500–$2,000/month potential* - Part-Time (8–25 hrs/week): $2,000–$5,000/month potential* - Full-Time (25–50 hrs/week): $10,000–$20,000+/month potential* Why Spieldenner Financial Group? - Comprehensive training and ongoing mentorship - Proven systems and lead support - Fully remote, flexible work environment - Growth-focused culture with advancement opportunities If you’re looking for a career where your effort directly impacts your income and your schedule, we encourage you to apply and learn more. Important Disclaimer: 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.

Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. - Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. - Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage. - Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting Requirements: Skill set isn’t everything: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset Passion for people is a MUST. What We Do: - We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation. - We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income. - We grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community! If you feel this might be the home you have been looking for. Click APPLY! *Equal opportunity, not equal outcome. 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 be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.