Remote Mortgage Protection Specialist
The Wood Agency Life
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Benefits offered by this job
Job summary
The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in Enterprise, Alabama. 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.
What you'll do includes contacting homeowners by phone/video, reviewing mortgage details and goals, guiding clients through tailored life insurance options, completing applications, and keeping CRM
Qualifications
- Must hold a state life insurance license or complete licensing with agency guidance.
- Ability to clearly explain loan balances, coverage amounts, and payment schedules over the phone.
- Comfortable with video calls and web-based carrier systems.
- Have reliable computer, phone and internet connection.
- Follow-through on pending applications until they close.
Responsibilities
- Contact homeowners via phone and video to discuss mortgage protection coverage.
- Review mortgage details, budget, and coverage goals before presenting options.
- Explain mortgage protection and life insurance choices sized to the loan.
- Complete applications with clients using carrier e-apps and quoting tools.
- Record calls, appointments, and case status in the CRM.
- Monitor applications through underwriting to issue and keep clients updated.
Skills
Education
Tools
Job description
The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in Enterprise, Alabama. 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.
What you'll do includes contacting homeowners by phone/video, reviewing mortgage details and goals, guiding clients through tailored life insurance options, completing applications, and keeping CRM
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