Remote Mortgage Protection Specialist

The Wood Agency Life

Saco (ME)

Remote

USD 40,000 - 90,000

Full time

46 hours ago

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Benefits offered by this job

CRM access

Licensing guidance

Ongoing carrier training

CRM case management

Job summary

The Wood Agency Life is seeking remote mortgage protection sales agents to assist homeowners in the Saco, Maine area with reviewing life insurance options tied to their mortgage and applying for coverage. This fully remote, work-from-home position is conducted over the phone and video.

You will discuss loan amounts and coverage numbers clearly, complete applications with carriers’ e-apps, and manage leads in the CRM, with ongoing training and support provided as part of being an independent

Qualifications

State life insurance license or willingness to complete licensing course with agency guidance.
Confident explaining loan balances, coverage amounts and payment schedules over the phone.
Comfortable with video calls and web-based carrier systems.

Responsibilities

Contact homeowners by phone and video to discuss mortgage protection coverage.
Review mortgage, budget and coverage goals before presenting options.
Walk clients through mortgage protection and 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.