Remote Annuity & Life Insurance Advisor, Multi-Carrier

The Wood Agency Life; Hilton Head Island (SC); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Multi-carrier contracts

CRM and e-app access

Ongoing product training

Job summary

The Wood Agency Life is seeking licensed life and health professionals for remote sales in Hilton Head Island, South Carolina. You will meet with clients remotely to review retirement and protection needs, presenting annuities and life insurance from multiple carriers.

This is a 1099 independent contractor role with commission-based earnings. Training and CRM/e-app access are provided to support growing your book of business.

Qualifications

• Active life and health license in residence state.
• Ability to explain annuity and life insurance products 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 clients' savings, retirement timelines and protection needs before recommending solutions.
• 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 updates in the agency CRM.
• Follow cases through underwriting to issue and keep clients informed.
• Maintain product knowledge through ongoing carrier training.

Skills

Life & health license

Remote consultation

CRM usage

Follow-up discipline

Strong communication

Tools

CRM software

E-app platforms

Job description

The Wood Agency Life is seeking licensed life and health professionals for remote sales in Hilton Head Island, South Carolina. You will meet with clients remotely to review retirement and protection needs, presenting annuities and life insurance from multiple carriers.

This is a 1099 independent contractor role with commission-based earnings. Training and CRM/e-app access are provided to support growing your book of business.