Remote Mortgage Protection Advisor

The Wood Agency Life; Lewes (DE); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Independent contractor (1099)

Remote work

Licensing guidance

Job summary

The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in the Lewes, Delaware area. This fully remote, work-from-home role involves reviewing life insurance options tied to mortgages and applying for coverage from anywhere with internet access.

You’ll discuss loan amounts and coverage numbers plainly over the phone. You'll handle licensing guidance, carrier trainings, and CRM administration while serving clients nationwide from your home office.

Qualifications

• Hold a state life insurance license or be willing to complete the licensing course with agency guidance.
• Confidently explain numbers—loan balances, coverage amounts, payment schedules—over the phone.
• Comfortable with video calls and web-based carrier systems.
• Reliable computer, phone and internet connection.
• Follow through on pending applications until they close.

Responsibilities

• Contact homeowners by phone and video to discuss mortgage protection.
• Review mortgage, budget and coverage goals before presenting options.
• Walk clients through mortgage protection and life insurance choices sized to their loan.
• Complete applications with clients using carrier's e-app and quoting tools.
• Record calls, appointments and case statuses in the CRM.
• Monitor applications through underwriting to issue and keep clients updated.

Skills

Life Insurance License

Strong communication

Remote work

CRM proficiency

Education

State Life Insurance License

Tools

CRM software

Job description

The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in the Lewes, Delaware area. This fully remote, work-from-home role involves reviewing life insurance options tied to mortgages and applying for coverage from anywhere with internet access.

You’ll discuss loan amounts and coverage numbers plainly over the phone. You'll handle licensing guidance, carrier trainings, and CRM administration while serving clients nationwide from your home office.