Remote Life Insurance Agent — Multi-Carrier Options

The Wood Agency Life; La Vista (NE); Remote; USD 50,000 - 100,000; Full time

Job summary

The Wood Agency Life in La Vista, NE is hiring licensed life insurance sales agents for a 100% remote, work-from-home role. Candidates must hold an active state life license and prefer access to multiple carriers rather than a single lineup.

You will speak with clients by phone and video, review health, budget and goals, present options from several carriers, complete e-applications, and track cases through underwriting, with ongoing training on products and guidelines.

Qualifications

• Active state life insurance license in good standing.
• Experience quoting and writing policies across more than one carrier.
• Strong phone and video presentation skills.
• Ability to manage several pending applications without losing track of status.

Responsibilities

• Speak with clients by phone and video to discuss coverage.
• Review client health, budget and goals to tailor policies.
• Present options from several carriers based on fit.
• Complete applications using each carrier's e-app and quoting platform.
• Log calls, quotes and case updates in the CRM in real time.
• Track applications through underwriting to issue and communicate next steps.
• Stay current on carrier products, rates and underwriting guidelines through ongoing training.

Skills

Phone & video presentation

Needs assessment

Multi-carrier sales

Time management

Tools

CRM systems

Web-based carrier portals

e-app platforms

Job description

The Wood Agency Life in La Vista, NE is hiring licensed life insurance sales agents for a 100% remote, work-from-home role. Candidates must hold an active state life license and prefer access to multiple carriers rather than a single lineup.

You will speak with clients by phone and video, review health, budget and goals, present options from several carriers, complete e-applications, and track cases through underwriting, with ongoing training on products and guidelines.