Remote Life Insurance Advisor - 1099 & Licensing Support

The Wood Agency Life; Middletown (CT); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Remote work

Licensing assistance

Lead systems access

Mentorship from founders

Résumé du poste

The Wood Agency Life in the United States offers a 100% remote, 1099 life insurance sales opportunity designed for career changers. You’ll help families understand options, guide them through licensing, and work as an independent contractor.

What you’ll do: speak with leads, assess goals, walk through products, complete applications, and stay with cases through underwriting, while updating the CRM. We provide licensing help, access to 43 carriers, mentorship from Ben and Andrea, weekly calls,

Qualifications

• Independent contractor status (1099)
• Licensing required before selling (timelines vary by state)
• Remote work setup suitable for self-management
• Eligible to work in the United States (18+)

Responsabilités

• Speak with people who have requested information about life insurance
• Ask about household goals and concerns before presenting options
• Walk through suitable options and complete the application with the client
• Stay with each case through underwriting and keep the client informed
• Record notes and next steps in the CRM after every conversation
• Learn products, carriers, and state rules through ongoing training

Description du poste

The Wood Agency Life in the United States offers a 100% remote, 1099 life insurance sales opportunity designed for career changers. You’ll help families understand options, guide them through licensing, and work as an independent contractor.

What you’ll do: speak with leads, assess goals, walk through products, complete applications, and stay with cases through underwriting, while updating the CRM. We provide licensing help, access to 43 carriers, mentorship from Ben and Andrea, weekly calls,