Bilingual, Regional Field Underwriting Consultant
About the role
For our client, we are seeking a Bilingual, Regional Field Underwriting Consultant to join the team of a leader in the Finance & Insurance space. This remote role will focus on evaluating complex life insurance cases, providing clear risk-based guidance, and supporting the advisor experience across a large regional market. The consultant will partner closely with advisors, wholesalers, internal underwriters, and clients to deliver timely preliminary opinions and consistent case support. With a strong sales-oriented mindset, this position helps strengthen relationships, improve service quality, and support sound underwriting decisions on high-value business.
Location: Remote - US based candidates only, no visa sponsorship available.
Responsibilities
- Conduct risk assessments in alignment with underwriting standards
- Support advisors and clients with large life insurance cases
- Help drive sales through strong advisor relationships
- Prepare cover letters and respond to inquiries promptly
- Engage clients to provide tailored preliminary opinions
- Collaborate with internal underwriters to ensure quality consistency
- Maintain positive relationships with partners and internal teams
Qualifications
- 15+ years of underwriting experience with large life insurance cases over $5 million
- Proven underwriting track record with a sales-focused mindset
- Strong understanding of insurance products and financial and medical guidelines
- Experience reviewing financial reports and applying anti-money laundering practices
- Collaborative approach with advisors and wholesalers
- Bilingual in English and French for client communication
- Proficient in Microsoft Office Suite, including Word, PowerPoint, and Excel
Benefits
- Opportunity for professional growth and development
- Flexible work environment focused on well-being and inclusion
- Global support to shape the future of your career
- Comprehensive health, dental, and mental health benefits
- Retirement savings plans with employer matching
- Generous paid time off, including vacation and statutory leaves
Pay
$100,000 – $120,000 annually