Independent Remote Annuities & Life Insurance Agent

The Wood Agency Life; Burlington (VT); Remote; USD 40,000 - 100,000; Full time

Benefits offered by this job

CRM access

Carrier training

Job summary

The Wood Agency Life in Vermont seeks licensed life and health agents to sell annuities and life insurance remotely for clients in the Burlington area. This is a 1099 independent contractor role with commission-based earnings and access to multiple carriers.

You will review client needs, run quotes, and guide clients through underwriting while staying current with product knowledge and CRM tooling.

Qualifications

• Active life and health license in your resident state.
• Ability to explain annuity structures and life insurance products plainly.
• 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.

Responsibilities

• Contact prospective clients and schedule remote consultations.
• Review client Savings, retirement timeline and protection needs.
• Present annuity and life insurance options from multiple carriers.
• Run quotes and complete applications in carrier e-app and quoting platforms.
• Log client conversations and case updates in the CRM.
• Follow cases through underwriting to issue and keep clients informed.
• Keep carrier appointments and product knowledge current through training.

Skills

CRM experience

Communication

Remote client meetings

Education

Life and Health License

Tools

e-app platforms

Job description

The Wood Agency Life in Vermont seeks licensed life and health agents to sell annuities and life insurance remotely for clients in the Burlington area. This is a 1099 independent contractor role with commission-based earnings and access to multiple carriers.

You will review client needs, run quotes, and guide clients through underwriting while staying current with product knowledge and CRM tooling.