Remote Life Insurance Advisor (No Experience Required)

The Wood Agency Life; Barre (VT); A distancia; USD 20.000 - 70.000; Jornada completa

Descripción de la vacante

The Wood Agency Life is seeking remote life insurance sales representatives to help families in Barre, Vermont review coverage options and apply for protection. This 100% work-from-home role requires little upfront experience; licensing coursework is guided by the agency over approximately two weeks.

You will speak with clients by phone and video, assess each family’s situation, present options, and complete applications together, with CRM tracking and ongoing guidance throughout underwriting.

Formación

• Willing to complete a state life insurance licensing course with agency guidance.
• Comfortable speaking with unfamiliar people by phone and video.
• Reliable computer, phone, and internet for remote work.

Responsabilidades

• Speak with people who've asked about life insurance coverage, by phone and video, at scheduled times.
• Learn about each family's situation - budget, health, goals - before presenting any options.
• Walk clients through term, whole life, mortgage protection, final expense, IUL or annuity options and complete the application together.
• Submit applications through the carrier's own e-app and quoting platforms.
• Log calls, appointments and case notes in the agency CRM as you go.
• Stay in touch with clients while their case moves through underwriting and relay carrier updates.

Conocimientos

Clear communicator

Phone/video communication

Remote work readiness

Educación

State life insurance licensing course

Herramientas

CRM

E-app platforms

Descripción del empleo

The Wood Agency Life is seeking remote life insurance sales representatives to help families in Barre, Vermont review coverage options and apply for protection. This 100% work-from-home role requires little upfront experience; licensing coursework is guided by the agency over approximately two weeks.

You will speak with clients by phone and video, assess each family’s situation, present options, and complete applications together, with CRM tracking and ongoing guidance throughout underwriting.