Remote Life Insurance Agent - Launch Your Second Career

The Wood Agency Life; Hailey (ID); Remote; USD 40,000 - 90,000; Full time

Job summary

The Wood Agency Life is hiring career changers in Hailey, Idaho for life insurance and mortgage protection sales nationwide. It is a remote, work-from-home role — you’ll work by phone and video from anywhere.

Learn about each family’s budget, health and goals before walking through options, explain coverage types, and complete applications with the client using the carrier’s e-app system. Mentorship from founders Ben and Andrea Wood is provided, with CRM and carrier system access from day one.

Qualifications

• No insurance background required; licensing coursework takes about two weeks.
• Comfortable on the phone and on video 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 and set up talks by phone or video.
• Learn budget, health and goals before presenting options.
• Explain term, whole life, mortgage protection and final expense coverage.
• Complete applications with clients using the carrier’s e-app system.
• Record calls, appointments and case notes in the CRM.
• Check in with clients while their application is pending and notify when a decision is made.

Skills

Phone & video communication

Independent work

Learning new software

Licensing coursework readiness

Tools

CRM software

Carrier quoting system

Job description

The Wood Agency Life is hiring career changers in Hailey, Idaho for life insurance and mortgage protection sales nationwide. It is a remote, work-from-home role — you’ll work by phone and video from anywhere.

Learn about each family’s budget, health and goals before walking through options, explain coverage types, and complete applications with the client using the carrier’s e-app system. Mentorship from founders Ben and Andrea Wood is provided, with CRM and carrier system access from day one.