Annuity and Life Insurance Agent

The Wood Agency Life; Burlington (VT); A distancia; USD 40.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CRM access

Carrier training

Descripción de la vacante

The Wood Agency Life in Vermont seeks licensed life and health agents to sell annuities and life insurance remotely for clients in the Burlington area. This is a 1099 independent contractor role with commission-based earnings and access to multiple carriers.

You will review client needs, run quotes, and guide clients through underwriting while staying current with product knowledge and CRM tooling.

Formación

• Active life and health license in your resident state.
• Ability to explain annuity structures and life insurance products plainly.
• 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.

Responsabilidades

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

Conocimientos

CRM experience

Communication

Remote client meetings

Educación

Life and Health License

Herramientas

e-app platforms

Descripción del empleo

Wood Agency Life is hiring licensed agents to sell annuities and life insurance to clients across the South Burlington, Vermont area. This is a remote, work-from-home position where you'll meet with clients 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. Licensed agents interested in annuity and retirement cases are welcome to apply through this listing.

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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.