Remote Annuity & Life Insurance Advisor (IC)
The Wood Agency Life
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Benefits offered by this job
Job summary
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
Qualifications
- 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.
Responsibilities
- 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.
Skills
Tools
Job description
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
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