Remote Life Insurance Agent – Entry Level Licensing Help

The Wood Agency Life; Buckhannon (WV); A distancia; USD 30.000 - 70.000; A tiempo parcial

Descripción de la vacante

The Wood Agency Life offers an entry-level, work-from-home opportunity in Buckhannon, WV. You’ll reach out to families by phone/video, assess needs, and guide them through policy options, with hands-on licensing support from the founders.

This is a 1099 contractor role with commission-based pay and no upfront salary. Training spans roughly two weeks before selling, with access to multiple carriers via an independent agency.

Formación

• Comfortable with daily phone and video calls; this is not an in-person job.
• No insurance license required to apply - the agency walks you through roughly two weeks of coursework before you start selling.
• Reliable computer, phone and internet connection.
• Organized follow-up habits; able to track multiple client conversations at once.
• Willing to learn carrier systems and keep detailed CRM notes.

Responsabilidades

• Reach out to prospective families who have shown interest in coverage, by phone and video, to set up a time to talk.
• Ask about the family's finances, health history and goals before suggesting any policy.
• Walk clients through term, whole life, mortgage protection, final expense, IUL or annuity options depending on their needs.
• Complete the carrier's e-application together with the client once they choose a policy.
• Track every call, appointment and follow-up in the agency's CRM.
• Stay in touch with clients while their case moves through underwriting and let them know once a decision is made.

Conocimientos

Phone calls

Video calls

CRM notes

Licensing coursework

Herramientas

CRM system

Carrier platforms

Descripción del empleo

The Wood Agency Life offers an entry-level, work-from-home opportunity in Buckhannon, WV. You’ll reach out to families by phone/video, assess needs, and guide them through policy options, with hands-on licensing support from the founders.

This is a 1099 contractor role with commission-based pay and no upfront salary. Training spans roughly two weeks before selling, with access to multiple carriers via an independent agency.