Remote Licensed Life & Annuity Advisor

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

Benefits offered by this job

Multiple carriers via independent代理

CRM and e-app access

Ongoing training

Job summary

Wood Agency Life is hiring licensed life and health agents to sell annuities and life insurance remotely across the United States. Agents partner with multiple carriers through an independent agency and work from home, meeting clients via remote consultations.

You must hold an active life and health license and have access to CRM and e-app platforms. This 1099 role offers commission-based earnings with no base salary.

Qualifications

• Active life and health license in your resident state.
• Ability to explain annuity structures clearly and simply.
• 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 timeline, and protection needs.
• Present annuity and life insurance options from multiple carriers.
• Run quotes and complete applications in carrier e-app platforms.
• Log client conversations and case updates in the CRM.

Skills

Strong client communication

Self-motivation

Remote work readiness

Education

Tools

CRM software

E-app platforms

Job description

Wood Agency Life is hiring licensed life and health agents to sell annuities and life insurance remotely across the United States. Agents partner with multiple carriers through an independent agency and work from home, meeting clients via remote consultations.

You must hold an active life and health license and have access to CRM and e-app platforms. This 1099 role offers commission-based earnings with no base salary.