Annuity and Life Insurance Agent

The Wood Agency Life; Burley (ID); Remote; USD 60,000 - 120,000; Full time

Job summary

The Wood Agency Life in Burley, Idaho is hiring licensed life and health agents to sell annuities and life insurance. This is a remote, work-from-home role serving clients across the United States, meeting with them remotely to review retirement and protection needs.

This opportunity is for agents who already hold a life and health license and want access to multiple carriers beyond a single captive line. Compensation is commission-based and delivered as a 1099 independent contractor.

Qualifications

• Active life and health license in your resident state.
• Clear explanation of annuity structures and life insurance products.
• Experience using web-based carrier or CRM systems to manage a pipeline.
• Strong follow-up discipline across multiple pending cases.
• Reliable computer, phone and internet for remote client meetings.

Responsibilities

• Contact prospective clients and schedule remote consultations.
• Review client's savings, retirement timeline, and protection needs.
• Present annuity and life insurance options from multiple carriers.
• Run quotes and complete applications in the carrier's e-app and quoting platforms.
• Log client conversations and case updates in the agency CRM.
• Follow cases through underwriting to issue and keep client posted.
• Maintain current product knowledge through ongoing training.

Skills

Active life and health license

Explain annuities and life insurance

CRM / web-based carrier systems

Follow-up discipline

Reliable computer/phone/internet for远程

Tools

CRM systems

e-app platforms

Job description

Wood Agency Life is hiring licensed agents to sell annuities and life insurance to clients in the Burley, Idaho area. This is a remote, work-from-home position serving clients across the country, meeting with them remotely to review retirement and protection needs. This role fits agents who already hold a life and health license and want access to more carriers than one captive line offers.

What you'll do

• Contact prospective clients who've asked about retirement income or life insurance coverage and schedule a remote consultation.
• Review each client's current savings, retirement timeline and family protection needs before recommending anything.
• Present annuity and life insurance options from multiple carriers and explain how each one works.
• Run quotes and complete applications inside the carrier's own e-app and quoting platforms.
• Log every client conversation and case update in the agency CRM.
• Follow cases through underwriting to issue, keeping the client posted along the way.
• Keep carrier appointments and product knowledge current through ongoing training.

Qualifications

• Active life and health insurance license in your resident state.
• Comfortable explaining annuity structures and life insurance products plainly, without jargon.
• Experience using web-based carrier or CRM systems to manage a pipeline.
• Strong follow-up discipline across multiple pending cases.
• Reliable computer, phone and internet for remote client meetings.

What we provide

• Contracts with multiple carriers through an independent agency.
• CRM and e-app platform access.
• Ongoing product and carrier training from Ben and Andrea Wood.

Compensation

This is a 1099 independent contractor opportunity. Compensation is commission-based. No salary or hourly pay is provided. Earnings depend on individual production.

The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity — we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.