Remote Annuity & Life Insurance Advisor (Licensed)

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

Benefits offered by this job

CRM access

Multiple carriers

Training provided

Job summary

The Wood Agency Life is hiring licensed agents to sell annuities and life insurance remotely to clients across the country. This 1099 contractor role serves clients via virtual consultations and requires holding an active life and health license in your state.

You will present options from multiple carriers, run quotes, and manage applications in e-app and quoting platforms, while logging activities in the CRM and staying updated on underwriting steps.

Qualifications

• Active life and health license in your resident state.
• Ability to explain annuity and life insurance concepts clearly.
• Experience using web-based carrier or CRM systems.
• Strong follow-up discipline across multiple cases.
• Reliable computer, phone, and internet for remote meetings.

Responsibilities

• Contact prospective clients who asked about retirement income or life coverage and schedule a remote consultation.
• Review each client's 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

Life and health license

Explain annuity structures

CRM platforms experience

Follow-up discipline

Remote meeting setup

Job description

The Wood Agency Life is hiring licensed agents to sell annuities and life insurance remotely to clients across the country. This 1099 contractor role serves clients via virtual consultations and requires holding an active life and health license in your state.

You will present options from multiple carriers, run quotes, and manage applications in e-app and quoting platforms, while logging activities in the CRM and staying updated on underwriting steps.