Remote Mortgage Protection Advisor

The Wood Agency Life

Milton (VT)

Remote

USD 50,000 - 120,000

Part time

46 hours ago

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Job summary

The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in the Milton, Vermont area. This is a remote, work-from-home position — you'll help new homeowners review life insurance options tied to their mortgage and apply for coverage by phone and video from anywhere with a reliable internet connection.

You'll contact homeowners, review their mortgage and goals, present tailored options, and complete applications using the carrier's e-app.

Qualifications

Must hold or be willing to obtain a state life insurance license.
Ability to explain numbers clearly over the phone.
Comfortable with video calls and carrier systems.
Reliable computer, phone and internet connection.
Persistence to follow through on pending applications.

Responsibilities

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