Remote Life Insurance Agent - Entry-Level Training

The Wood Agency Life; Attleboro (MA); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Licensing guidance

Mentorship from founders

CRM access

Job summary

The Wood Agency Life is hiring entry-level agents in Attleboro, MA for a remote, work-from-home role focused on life insurance sales. No prior license is required; licensing coursework and training are provided.

You will build a pipeline, contact families, and guide them through policy options from home. You’ll manage client interactions via phone/video, document activities in CRM, and stay in touch through underwriting until a decision is made.

Qualifications

• No license required to apply; licensing coursework provided during onboarding.
• Reliable computer, phone, and internet connection.
• Comfortable with daily phone and video calls; remote work setup.
• Organized follow-up habits; able to track multiple client conversations.
• Willing to learn carrier systems and CRM notes.

Responsibilities

• Reach out to prospective families by phone and video to set up discussions.
• Discuss finances, health history, and goals before policy recommendations.
• Present term, whole life, mortgage protection, final expense, IUL or annuity options per client needs.
• Complete e-applications with clients after policy selection.
• Track calls, appointments, and follow-ups in the agency CRM.
• Maintain client communications through underwriting and outcome notifications.

Skills

Phone/video calls

CRM tracking

Organization

Willingness to learn

Education

Licensing coursework

Tools

CRM system

Carrier platforms

Job description

The Wood Agency Life is hiring entry-level agents in Attleboro, MA for a remote, work-from-home role focused on life insurance sales. No prior license is required; licensing coursework and training are provided.

You will build a pipeline, contact families, and guide them through policy options from home. You’ll manage client interactions via phone/video, document activities in CRM, and stay in touch through underwriting until a decision is made.