Remote Licensed Life Insurance Agent — Multi-Carrier

The Wood Agency Life; Enfield (CT); Remote; USD 40,000 - 120,000; Full time

Benefits offered by this job

Access to multiple carriers

Ongoing product and carrier training

CRM access to manage your book

Job summary

The Wood Agency Life in Enfield, Connecticut is seeking licensed life insurance sales agents for a 100% remote, work-from-home role. You will serve families by speaking with clients by phone and video, reviewing health and budgets, and presenting options from several carriers.

You will complete applications using each carrier's e-app and quoting platform, log every interaction in the CRM, and track underwriting until policy issue. This is a commission-only opportunity for licensed agents.

Qualifications

• Active state life insurance license in good standing.
• Experience quoting and writing policies across more than one carrier.
• Comfortable in web-based carrier portals and CRM systems.
• Strong phone and video presentation skills.
• Able to manage several pending applications without losing track of status.

Responsibilities

• Speak with clients who've asked about coverage, by phone and video, across multiple product lines.
• Review each client's health, budget and goals before recommending specific policies.
• Present options from several carriers based on fit, not a single company's products.
• Complete applications using each carrier's own e-app and quoting platform.
• Log every call, quote and case update in the CRM as it happens.
• Track applications through underwriting to issue and flag anything a client needs to know.
• Stay current on carrier products, rates and underwriting guidelines through ongoing training.

Skills

Phone & video presentation skills

Multi-carrier quoting experience

Independent contractor mindset

Tools

CRM systems

Carrier portals

Job description

The Wood Agency Life in Enfield, Connecticut is seeking licensed life insurance sales agents for a 100% remote, work-from-home role. You will serve families by speaking with clients by phone and video, reviewing health and budgets, and presenting options from several carriers.

You will complete applications using each carrier's e-app and quoting platform, log every interaction in the CRM, and track underwriting until policy issue. This is a commission-only opportunity for licensed agents.