Remote Life Insurance Advisor - Whole Life & IUL Specialist

The Wood Agency Life; Laurel (MD); Remote; USD 70,000 - 200,000; Full time

Benefits offered by this job

Access to multiple carriers

CRM and e-app access

Ongoing product training

Job summary

The Wood Agency Life is seeking remote life insurance specialists to serve families in the Laurel, Maryland area through virtual meetings nationwide.

You will operate as a 1099 contractor, focusing on permanent coverage (whole life and IUL), review clients' goals, present options, and guide the case from quotation to underwriting and issuance.

This role provides training, CRM/e-app access, and access to multiple carriers, with compensation based on commissions.

Qualifications

• Active life insurance license in your resident state.
• Ability to explain cash value and permanent coverage clearly.
• Comfortable using quoting tools and CRM daily.
• Consistent follow-up with clients through underwriting timelines.
• Reliable home office setup with internet and devices.

Responsibilities

• Contact clients interested in permanent coverage and set up remote meetings.
• Review clients' current coverage and goals before presenting options.
• Explain whole life and IUL options and how cash value and death benefit work.
• Complete applications in the carrier's e-app platform.
• Log interactions and update case status in the CRM.
• Support the case through underwriting to issuance.
• Stay current on carrier products via ongoing training.

Skills

CRM software

Remote communication

Quoting tools

Client follow-up

Tools

CRM software

Carrier quoting tools / e-app

Job description

The Wood Agency Life is seeking remote life insurance specialists to serve families in the Laurel, Maryland area through virtual meetings nationwide.

You will operate as a 1099 contractor, focusing on permanent coverage (whole life and IUL), review clients' goals, present options, and guide the case from quotation to underwriting and issuance.

This role provides training, CRM/e-app access, and access to multiple carriers, with compensation based on commissions.