Remote Life Insurance Advisor for Career Changers

The Wood Agency Life

Town of Wausau (WI)

Remote

USD 60,000 - 140,000

Full time

2 days ago

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Benefits offered by this job

Licensing coursework

Mentorship from founders

CRM and carrier system access

Job summary

The Wood Agency Life is hiring career changers in the Wausau, Wisconsin area to sell life insurance and mortgage protection to families nationwide. This is a remote, work-from-home position — you'll work by phone and video from wherever you are.

Both founders made this same jump — one from photography, one from real estate — before building this agency. This remote role offers licensing coursework with agency support, access to multiple carriers, direct mentorship from the founders, and CRM and

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.