Remote Life Insurance Agent for Career Changers

The Wood Agency Life; Claremont (NH); Remote; USD 5,000 - 30,000; Full time

Benefits offered by this job

Mentorship from founders

CRM access from day one

Independent contractor status (1099)

Job summary

The Wood Agency Life in Claremont, New Hampshire is seeking career changers to join our remote, work-from-home team selling life insurance and mortgage protection by phone and video. You do not need an insurance background; licensing coursework takes about two weeks with agency support.

You will learn about clients' budgets and goals, explain term and whole life products, and complete applications using the carrier's e-app system.

Qualifications

• No insurance background required — licensing coursework takes about two weeks with agency support.
• Comfortable on the phone and on video calls with people you haven't met before.
• Basic comfort learning new software for quoting and tracking clients.
• Follow-through on tasks without someone checking in on you.

Responsibilities

• Reach out to families who've requested information about coverage and set up a time to talk by phone or video.
• Learn about each family's budget, health and goals before walking through any options.
• Explain term, whole life, mortgage protection and final expense coverage in plain language.
• Complete applications together with the client using the carrier's e-app system.
• Record calls, appointments and case notes in the CRM as you go.
• Check in with clients while their application is pending and let them know when a decision is made.

Job description

The Wood Agency Life in Claremont, New Hampshire is seeking career changers to join our remote, work-from-home team selling life insurance and mortgage protection by phone and video. You do not need an insurance background; licensing coursework takes about two weeks with agency support.

You will learn about clients' budgets and goals, explain term and whole life products, and complete applications using the carrier's e-app system.