Remote Life Insurance Advisor for Career Changers

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

Benefits offered by this job

Founders mentorship

CRM access from day one

Job summary

The Wood Agency Life is seeking career changers for a remote, work-from-home role selling life insurance and mortgage protection to families nationwide. You’ll connect with clients by phone or video, discuss goals, and guide them through coverage options with carriers via independent agency support.

As an independent contractor (1099), compensation is commission-based with mentorship from founders and access to CRM and carrier systems from day one.

Qualifications

• No insurance background required; licensing coursework takes about two weeks with agency support.
• Comfortable on the phone and on video calls with people you haven't met before.
• Basic comfort learning new software for quoting and tracking clients.
• Follow-through on tasks without someone checking in on you.

Responsibilities

• Reach out to families who've requested information about coverage and set up a time to talk by phone or video.
• Learn about each family's budget, health and goals before walking through any options.
• Explain term, whole life, mortgage protection and final expense coverage in plain language.
• Complete applications together with the client using the carrier's e-app system.
• Record calls, appointments and case notes in the CRM as you go.
• Check in with clients while their application is pending and let them know when a decision is made.

Skills

Phone & video communication

Self-motivation

Tech-savvy

Education

Licensing coursework (≈2 weeks)

Tools

CRM software

Quoting software

Job description

The Wood Agency Life is seeking career changers for a remote, work-from-home role selling life insurance and mortgage protection to families nationwide. You’ll connect with clients by phone or video, discuss goals, and guide them through coverage options with carriers via independent agency support.

As an independent contractor (1099), compensation is commission-based with mentorship from founders and access to CRM and carrier systems from day one.