Remote Mortgage Protection Advisor

The Wood Agency Life; Saint Cloud (MN); Remote; USD 60,000 - 120,000; Full time

Job summary

The Wood Agency Life is seeking remote mortgage protection sales agents to serve homeowners in the Saint Cloud area who have asked about life insurance options tied to their mortgage. You will contact clients by phone and video from anywhere with a reliable internet connection.

As an independent contractor (1099), earnings are commission-based and tied to individual production. A state life insurance license or completion of licensing coursework is required, with training and CRM tools provided.

Qualifications

• State life license or willingness to complete licensing course.
• Confident explaining numbers over the phone.
• Comfortable with video calls and web-based carrier systems.
• Reliable computer, phone, and internet connection.
• Follow-through on pending applications until closing.

Responsibilities

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

Skills

Life license

Phone communication

Video calls

CRM usage

Follow-through

Tools

CRM

e-app

Quoting tools

Carrier systems

Job description

The Wood Agency Life is seeking remote mortgage protection sales agents to serve homeowners in the Saint Cloud area who have asked about life insurance options tied to their mortgage. You will contact clients by phone and video from anywhere with a reliable internet connection.

As an independent contractor (1099), earnings are commission-based and tied to individual production. A state life insurance license or completion of licensing coursework is required, with training and CRM tools provided.