Mortgage Protection Insurance Agent

The Wood Agency Life; Saco (ME); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

CRM access

Licensing guidance

Ongoing carrier training

CRM case management

Job summary

The Wood Agency Life is seeking remote mortgage protection sales agents to assist homeowners in the Saco, Maine area with reviewing life insurance options tied to their mortgage and applying for coverage. This fully remote, work-from-home position is conducted over the phone and video.

You will discuss loan amounts and coverage numbers clearly, complete applications with carriers’ e-apps, and manage leads in the CRM, with ongoing training and support provided as part of being an independent

Qualifications

• State life insurance license or willingness to complete licensing course with agency guidance.
• Confident explaining loan balances, coverage amounts and payment schedules over the phone.
• Comfortable with video calls and web-based carrier systems.

Responsibilities

• Contact homeowners by phone and video to discuss mortgage protection coverage.
• Review mortgage, budget and coverage goals before presenting options.
• Walk clients through mortgage protection and life insurance choices sized to their loan.
• Complete applications with clients using the carrier's e-app and quoting tools.
• Record calls, appointments and case status in the CRM.
• Monitor applications through underwriting to issue and keep clients updated on progress.

Skills

License to sell life insurance

Explain numbers clearly

Video calls experience

Reliable computer and internet

Follow-through on applications

Tools

CRM software

Carrier e-app tools

Job description

The Wood Agency Life is looking for remote mortgage protection sales agents to serve homeowners in the Saco, Maine area. This is a remote, work-from-home position where you'll help new homeowners review life insurance options tied to their mortgage and apply for coverage. This fully remote role suits people who are comfortable discussing loan amounts and coverage numbers plainly over the phone.

What you'll do

• Contact homeowners who've asked about mortgage protection coverage, by phone and video.
• Review each family's mortgage, budget and coverage goals before presenting options.
• Walk clients through mortgage protection and related life insurance choices sized to their loan.
• Complete applications with clients using the carrier's e-app and quoting tools.
• Record calls, appointments and case status in the CRM.
• Monitor applications through underwriting to issue and keep clients updated on progress.

Qualifications

• A state life insurance license, or willingness to complete the roughly two-week licensing course with agency guidance.
• Confident explaining numbers - loan balances, coverage amounts, payment schedules - over the phone.
• Comfortable with video calls and web-based carrier systems.
• A reliable computer, phone and internet connection.
• Follow-through on pending applications until they close.

What we provide

• An independent agency with access to multiple carriers for mortgage protection products.
• Guidance through licensing coursework if needed.
• Ongoing carrier and sales training.
• CRM access to manage leads and cases.

Compensation

This is a 1099 independent contractor opportunity. Pay 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.