Remote Life & Annuity Advisor — Multi-Carrier

The Wood Agency Life; Lewisburg (WV); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Multiple carriers access

CRM and e-app platform access

Ongoing product and carrier training

Job summary

The Wood Agency Life is seeking licensed life and health agents to serve the Lewisburg, West Virginia area from a remote, work-from-home setup. This independent contractor role provides access to multiple carriers beyond a captive line and requires a current life and health license in your resident state.

Responsibilities include scheduling remote consultations, reviewing client retirement and protection needs, presenting options, running quotes, and handling complete applications in the

Qualifications

• Experience explaining annuity structures and life insurance plainly.
• 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.
• Present annuity and life insurance options from multiple carriers and explain how each works.
• Run quotes and complete applications inside carrier e-app and quoting platforms.
• Log client conversations and case updates in the agency CRM.
• Follow cases through underwriting to issue, keeping the client posted.
• Keep carrier appointments and product knowledge current through ongoing training.

Skills

Client consultation

Remote communication

Pipeline management

Education

Life and Health Insurance License

Tools

CRM systems

Carrier/quote platforms

Job description

The Wood Agency Life is seeking licensed life and health agents to serve the Lewisburg, West Virginia area from a remote, work-from-home setup. This independent contractor role provides access to multiple carriers beyond a captive line and requires a current life and health license in your resident state.

Responsibilities include scheduling remote consultations, reviewing client retirement and protection needs, presenting options, running quotes, and handling complete applications in the