Remote Annuity & Life Insurance Advisor — Multi-Carrier

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

Job summary

The Wood Agency Life in Burley, Idaho is hiring licensed life and health agents to sell annuities and life insurance. This is a remote, work-from-home role serving clients across the United States, meeting with them remotely to review retirement and protection needs.

This opportunity is for agents who already hold a life and health license and want access to multiple carriers beyond a single captive line. Compensation is commission-based and delivered as a 1099 independent contractor.

Qualifications

• Active life and health license in your resident state.
• Clear explanation of annuity structures and life insurance products.
• 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's savings, retirement timeline, and protection needs.
• Present annuity and life insurance options from multiple carriers.
• Run quotes and complete applications in the carrier's e-app and quoting platforms.
• Log client conversations and case updates in the agency CRM.
• Follow cases through underwriting to issue and keep client posted.
• Maintain current product knowledge through ongoing training.

Skills

Active life and health license

Explain annuities and life insurance

CRM / web-based carrier systems

Follow-up discipline

Reliable computer/phone/internet for远程

Tools

CRM systems

e-app platforms

Job description

The Wood Agency Life in Burley, Idaho is hiring licensed life and health agents to sell annuities and life insurance. This is a remote, work-from-home role serving clients across the United States, meeting with them remotely to review retirement and protection needs.

This opportunity is for agents who already hold a life and health license and want access to multiple carriers beyond a single captive line. Compensation is commission-based and delivered as a 1099 independent contractor.