Annuity and Life Insurance Agent

The Wood Agency Life; Hilton Head Island (SC); A distancia; USD 60.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Multi-carrier contracts

CRM and e-app access

Ongoing product training

Descripción de la vacante

The Wood Agency Life is seeking licensed life and health professionals for remote sales in Hilton Head Island, South Carolina. You will meet with clients remotely to review retirement and protection needs, presenting annuities and life insurance from multiple carriers.

This is a 1099 independent contractor role with commission-based earnings. Training and CRM/e-app access are provided to support growing your book of business.

Formación

• Active life and health license in residence state.
• Ability to explain annuity and life insurance products clearly, 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.

Responsabilidades

• Contact prospective clients and schedule remote consultations.
• Review clients' savings, retirement timelines and protection needs before recommending solutions.
• 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 updates in the agency CRM.
• Follow cases through underwriting to issue and keep clients informed.
• Maintain product knowledge through ongoing carrier training.

Conocimientos

Life & health license

Remote consultation

CRM usage

Follow-up discipline

Strong communication

Herramientas

CRM software

E-app platforms

Descripción del empleo

Wood Agency Life is hiring licensed agents to serve the Hilton Head Island, South Carolina area, selling annuities and life insurance to clients by meeting with them remotely to review retirement and protection needs. This is a remote, work-from-home position. 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.

Ready to grow your book of business in the Hilton Head Island, South Carolina market? Call us at [phone] to learn more.

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.