Remote Life Insurance Advisor for Career Changers

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

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 work by phone or video from anywhere, joining an independent agency that provides licensing support and access to multiple carriers from day one.

As a 1099 independent contractor, compensation is commission-based and tied to your production. Mentorship from founders Ben and Andrea Wood helps you ramp up while you build your client base

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.

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 work by phone or video from anywhere, joining an independent agency that provides licensing support and access to multiple carriers from day one.

As a 1099 independent contractor, compensation is commission-based and tied to your production. Mentorship from founders Ben and Andrea Wood helps you ramp up while you build your client base