Annuity and Life Insurance Agent

The Wood Agency Life; Seaford (DE); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Contracts with multiple carriers

CRM and e-app platform access

Ongoing product and carrier training

Descripción de la vacante

Wood Agency Life is seeking licensed agents to sell annuities and life insurance remotely to clients nationwide. This 1099 opportunity pays on commission with no base salary or hourly pay.

Ideal candidates hold a life and health license in their resident state, are comfortable explaining products clearly, and can use web-based carrier and CRM platforms to manage a sales pipeline from home.

Formación

• Active life and health license in your resident state.
• Ability to explain annuity structures and life insurance clearly.
• Experience using web-based carrier or CRM systems to manage a pipeline.
• Reliable computer, phone and internet for remote client meetings.

Responsabilidades

• 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.

Conocimientos

Active life and health license

Explain annuity and life insurance

CRM experience

Remote client meetings setup

Herramientas

CRM systems

Carrier e-app platforms

Descripción del empleo

Wood Agency Life is hiring licensed agents to sell annuities and life insurance to clients in the Seaford, Delaware 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.
• 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.

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.