Remote Annuity & Life Insurance Agent - 1099

The Wood Agency Life; Derby (KS); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

CRM access

Carrier/provider training from Wood/Co

Multiple carrier contracts

Job summary

The Wood Agency Life is seeking licensed life and health agents to serve the Derby, Kansas area from a remote, work-from-home setup. You will meet with clients remotely to review retirement and protection needs and present options from multiple carriers.

This independent contractor role emphasizes commissions based on production with access to several carriers and ongoing training from Ben and Andrea Wood. Prior licensing and reliability with CRM tools are essential.

Qualifications

• Active life and health license in your resident state.
• Ability to explain annuity structures and life insurance products clearly.
• 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 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

Life & Health license

Tools

CRM platforms

Job description

The Wood Agency Life is seeking licensed life and health agents to serve the Derby, Kansas area from a remote, work-from-home setup. You will meet with clients remotely to review retirement and protection needs and present options from multiple carriers.

This independent contractor role emphasizes commissions based on production with access to several carriers and ongoing training from Ben and Andrea Wood. Prior licensing and reliability with CRM tools are essential.