Remote Life Insurance Advisor: Multi-Carrier Specialist

The Wood Agency Life; Cullman (AL); Remote; USD 65,000 - 130,000; Full time

Job summary

The Wood Agency Life is hiring licensed life insurance sales agents to serve families nationwide from a remote, home-based setup. Qualified agents hold a state life license and can access multiple carriers rather than a single lineup.

You will speak with clients by phone and video, review health and goals, present multi-carrier options, and complete carrier e-apps and quotes. You’ll log activities in CRM and navigate underwriting with ongoing carrier training.

Qualifications

• Active state life license in good standing.
• Experience quoting and writing with multiple carriers.
• Comfortable with web-based carrier portals and CRM systems.
• Strong phone and video presentation skills.
• Able to manage several pending applications and track status.

Responsibilities

• Speak with clients by phone and video across multiple product lines.
• Review health, budget and goals before recommending policies.
• Present options from several carriers based on fit, not one company.
• Complete applications using each carrier's e-app and quoting platform.
• Log calls, quotes and case updates in the CRM as they happen.
• Track applications through underwriting to issuance.
• Stay current on carrier products, rates and underwriting guidelines through training.

Skills

Sales experience

Communication skills

Remote work

Multi-carrier quoting

Education

Active life insurance license

Tools

CRM systems

Carrier portals

Job description

The Wood Agency Life is hiring licensed life insurance sales agents to serve families nationwide from a remote, home-based setup. Qualified agents hold a state life license and can access multiple carriers rather than a single lineup.

You will speak with clients by phone and video, review health and goals, present multi-carrier options, and complete carrier e-apps and quotes. You’ll log activities in CRM and navigate underwriting with ongoing carrier training.