Remote Life Insurance Agent — Career Changer Path

The Wood Agency Life; Kenner (LA); A distancia; USD 30.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Licensing support

Multiple carriers access

Mentorship from founders

CRM and carrier system access

Descripción de la vacante

The Wood Agency Life is hiring career changers in the Kenner, Louisiana area to sell life insurance and mortgage protection to families nationwide. This is a remote, work-from-home role conducted by phone and video.

You'll learn about each family's budget and goals, explain coverage options, and complete applications with the carrier's e-app system. Direct mentorship from founders Ben and Andrea Wood guides your development.

Formación

• No insurance background required; licensing coursework takes about two weeks with agency support.
• Comfortable speaking on the phone and via video with new people.
• Able to learn new software for quoting and tracking clients.

Responsabilidades

• Reach out to families who requested information and schedule conversations by phone or video.
• Learn about each family's budget, health and goals before presenting options.
• Explain term, whole life, mortgage protection and final expense coverage clearly.
• Complete applications with clients using the carrier's e-app system.
• Record calls, appointments and case notes in the CRM as you go.
• Check in with clients while applications are pending and notify when decisions are made.

Conocimientos

Phone conversations

Video calls

Self-motivation

Follow-through

Educación

Licensing coursework

Herramientas

CRM software

Carrier quoting system

E-app system

Descripción del empleo

The Wood Agency Life is hiring career changers in the Kenner, Louisiana area to sell life insurance and mortgage protection to families nationwide. This is a remote, work-from-home role conducted by phone and video.

You'll learn about each family's budget and goals, explain coverage options, and complete applications with the carrier's e-app system. Direct mentorship from founders Ben and Andrea Wood guides your development.