Annuity and Life Insurance Agent

The Wood Agency Life; Somerset (KY); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

CRM access

Carrier training

Independent contractor (1099)

Descripción de la vacante

The Wood Agency Life is actively seeking licensed life and health agents to serve Somerset, Kentucky and surrounding areas. This remote, work-from-home role lets you meet clients virtually to review retirement and protection needs, with access to multiple carriers through an independent agency.

As an independent contractor (1099), you will earn commissions based on your production. Training and CRM/e-app platform access are provided to help you grow your annuity and life insurance business from

Formación

• Hold an active life and health insurance license in your resident state.
• Ability to explain annuities and life insurance 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 client savings, retirement timelines, and protection needs.
• Present annuity and life insurance options from multiple carriers.
• Run quotes and complete applications in carrier e-apps and quoting platforms.
• Log client conversations and case updates in the CRM.
• Follow cases through underwriting to issue and keep clients posted.
• Maintain knowledge through ongoing training.

Conocimientos

Licensed life & health license

Herramientas

CRM platforms

Descripción del empleo

Wood Agency Life is hiring licensed agents to serve the Somerset, Kentucky 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. The 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.

Ready to grow your annuity and life insurance business in Somerset, Kentucky?

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.