Entry-Level Life Insurance Agent

The Wood Agency Life; Attleboro (MA); A distancia; USD 30.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Licensing guidance

Mentorship from founders

CRM access

Descripción de la vacante

The Wood Agency Life is hiring entry-level agents in Attleboro, MA for a remote, work-from-home role focused on life insurance sales. No prior license is required; licensing coursework and training are provided.

You will build a pipeline, contact families, and guide them through policy options from home. You’ll manage client interactions via phone/video, document activities in CRM, and stay in touch through underwriting until a decision is made.

Formación

• No license required to apply; licensing coursework provided during onboarding.
• Reliable computer, phone, and internet connection.
• Comfortable with daily phone and video calls; remote work setup.
• Organized follow-up habits; able to track multiple client conversations.
• Willing to learn carrier systems and CRM notes.

Responsabilidades

• Reach out to prospective families by phone and video to set up discussions.
• Discuss finances, health history, and goals before policy recommendations.
• Present term, whole life, mortgage protection, final expense, IUL or annuity options per client needs.
• Complete e-applications with clients after policy selection.
• Track calls, appointments, and follow-ups in the agency CRM.
• Maintain client communications through underwriting and outcome notifications.

Conocimientos

Phone/video calls

CRM tracking

Organization

Willingness to learn

Educación

Licensing coursework

Herramientas

CRM system

Carrier platforms

Descripción del empleo

Wood Agency Life is hiring entry-level agents in the Attleboro, Massachusetts area to sell life insurance and help families review coverage options from home. This is a remote, work-from-home position serving Attleboro, Massachusetts and surrounding markets. This role suits people switching careers who want structured licensing support and real training, not just a sales script.

What you'll do

• Reach out to prospective families who've shown interest in coverage, by phone and video, to set up a time to talk.
• Ask about the family's finances, health history and goals before suggesting any policy.
• Walk clients through term, whole life, mortgage protection, final expense, IUL or annuity options depending on their needs.
• Complete the carrier's e-application together with the client once they choose a policy.
• Track every call, appointment and follow-up in the agency's CRM.
• Stay in touch with clients while their case moves through underwriting and let them know once a decision is made.

Qualifications

• Comfortable with phone and video calls daily; this is not an in-person job.
• No insurance license required to apply — the agency walks you through roughly two weeks of coursework before you start selling.
• Reliable computer, phone and internet connection.
• Organized follow-up habits; able to track multiple client conversations at once.
• Willing to learn carrier systems and keep detailed CRM notes.

What we provide

• Guidance through licensing coursework, typically about two weeks, before you start selling.
• Access to multiple carriers through an independent agency, not a single captive line.
• Direct mentorship from Ben and Andrea Wood, the agency's founders.
• CRM and carrier platform access for managing your pipeline.

Compensation

This is a 1099 independent contractor opportunity. Compensation is commission-based. No salary or hourly pay is provided. Earnings depend on individual production.

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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.