Remote Mortgage Protection Specialist

The Wood Agency Life; Torrington (CT); Remote; USD 30,000 - 100,000; Full time

Job summary

The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in Torrington, Connecticut who are reviewing life insurance options tied to their mortgage. This is a remote, work-from-home position—you'll help families apply for coverage entirely by phone and video.

As part of the role, you will review each family's loan details, budget and coverage goals, present suitable options, and guide them through the carrier's e-app and quoting tools while recording

Qualifications

• Licensed life insurance agent or willingness to obtain license.
• Confident explaining numbers—balances, coverage amounts, and payment schedules—over the phone.
• Comfortable with video calls and web-based carrier systems.
• Reliable computer, phone and internet connection.
• Follow-through on pending applications until they close.

Responsibilities

• Contact homeowners by phone and video to discuss mortgage protection.
• Review mortgage, budget and coverage goals with clients.
• Present mortgage protection options sized to the loan.
• Complete applications using the carrier's e-app and quoting tools.
• Record calls, appointments and case status in the CRM.
• Monitor underwriting and keep clients updated through issuance.

Skills

Phone and video communication

CRM familiarity

Sales mindset

Education

State life insurance license

Tools

CRM software

Job description

The Wood Agency Life is hiring remote mortgage protection sales agents to serve homeowners in Torrington, Connecticut who are reviewing life insurance options tied to their mortgage. This is a remote, work-from-home position—you'll help families apply for coverage entirely by phone and video.

As part of the role, you will review each family's loan details, budget and coverage goals, present suitable options, and guide them through the carrier's e-app and quoting tools while recording