Remote Mortgage Protection Specialist
The Wood Agency Life
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Benefits offered by this job
Job summary
The Wood Agency Life is seeking remote mortgage protection sales agents to serve homeowners in Johnston, Rhode Island. This is a fully remote, work-from-home position — you will help homeowners review life insurance options tied to their mortgage and apply for coverage by phone and video from your own workspace.
You will contact homeowners, review mortgage details, present options, and guide clients through the application process with carriers' e-apps.
Qualifications
- State life insurance license or ability to complete licensing course.
- Confidently explain numbers such as loan balances and coverage.
- Comfortable with video calls and web-based carrier systems.
- Reliable computer, phone, and internet connection.
- Follow-through on pending applications until close.
Responsibilities
- Contact homeowners by phone and video to discuss mortgage protection.
- Review mortgage, budget, and coverage goals with families.
- Present mortgage protection and life insurance options sized to loans.
- Complete applications using carrier's e-app and quoting tools.
- Record calls, appointments, and cases in the CRM.
- Monitor underwriting and update clients through to issue.
Skills
Education
Tools
Job description
The Wood Agency Life is seeking remote mortgage protection sales agents to serve homeowners in Johnston, Rhode Island. This is a fully remote, work-from-home position — you will help homeowners review life insurance options tied to their mortgage and apply for coverage by phone and video from your own workspace.
You will contact homeowners, review mortgage details, present options, and guide clients through the application process with carriers' e-apps.
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