Remote Licensed Life Insurance Agent — Multi-Carrier

The Wood Agency Life; Rehoboth Beach (DE); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Multiple carriers access

Training and development

CRM access to manage your book

Job summary

The Wood Agency Life is seeking licensed life insurance agents to serve the Rehoboth Beach, Delaware area in a 100% remote role. If you already hold a state life license and want access to multiple carriers, this opportunity offers independence, flexible scheduling, and ongoing product training.

You’ll quote, review clients’ health and goals, and manage applications through CRM and carrier portals from start to finish, including underwriting and ongoing updates.

Qualifications

• Active state life 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

Life license

Multi-carrier quoting

CRM proficiency

Phone/Video selling

Time management

Tools

CRM systems

Carrier portals

Job description

The Wood Agency Life is seeking licensed life insurance agents to serve the Rehoboth Beach, Delaware area in a 100% remote role. If you already hold a state life license and want access to multiple carriers, this opportunity offers independence, flexible scheduling, and ongoing product training.

You’ll quote, review clients’ health and goals, and manage applications through CRM and carrier portals from start to finish, including underwriting and ongoing updates.