Annuity and Life Insurance Agent

The Wood Agency Life; Saginaw (MI); A distancia; USD 40.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CRM access

Multiple carriers

Training provided

Descripción de la vacante

The Wood Agency Life is hiring licensed agents to sell annuities and life insurance remotely to clients across the country. This 1099 contractor role serves clients via virtual consultations and requires holding an active life and health license in your state.

You will present options from multiple carriers, run quotes, and manage applications in e-app and quoting platforms, while logging activities in the CRM and staying updated on underwriting steps.

Formación

• Active life and health license in your resident state.
• Ability to explain annuity and life insurance concepts clearly.
• Experience using web-based carrier or CRM systems.
• Strong follow-up discipline across multiple cases.
• Reliable computer, phone, and internet for remote meetings.

Responsabilidades

• Contact prospective clients who asked about retirement income or life coverage and schedule a remote consultation.
• Review each client's 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.

Conocimientos

Life and health license

Explain annuity structures

CRM platforms experience

Follow-up discipline

Remote meeting setup

Descripción del empleo

Wood Agency Life is hiring licensed agents to sell annuities and life insurance to clients in the Saginaw, Michigan area. This is a remote, work-from-home position serving clients across the country through virtual consultations. 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.