Remote Mortgage Protection Specialist

The Wood Agency Life; Pittsburg (KS); Remote; USD 30,000 - 90,000; Part time

Job summary

The Wood Agency Life is seeking remote mortgage protection sales agents to serve homeowners in Pittsburg, Kansas. This is a 1099 independent contractor role with commission-based pay and no salary or hourly wage.

You will contact homeowners by phone and video, review mortgage details and coverage goals, present suitable options, complete applications using the carrier's e-app, and track cases in the CRM while underwriting proceeds. Training is provided.

Qualifications

• State life insurance license or willingness to complete licensing course with agency guidance.
• Confident explaining numbers — loan balances, coverage amounts, payment schedules — over the phone.
• Comfortable with video calls and web-based carrier systems.
• A reliable computer, phone and internet connection.
• Follow-through on pending applications until they close.

Responsibilities

• Contact homeowners who've asked about mortgage protection coverage, by phone and video.
• 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.

Job description

The Wood Agency Life is seeking remote mortgage protection sales agents to serve homeowners in Pittsburg, Kansas. This is a 1099 independent contractor role with commission-based pay and no salary or hourly wage.

You will contact homeowners by phone and video, review mortgage details and coverage goals, present suitable options, complete applications using the carrier's e-app, and track cases in the CRM while underwriting proceeds. Training is provided.