Remote Annuities & Life Insurance Pro

The Wood Agency Life; Seaford (DE); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Contracts with multiple carriers

CRM and e-app platform access

Ongoing product and carrier training

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Active life and health license

Explain annuity and life insurance

CRM experience

Remote client meetings setup

Tools

CRM systems

Carrier e-app platforms

Job description

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.