Remote Permanent Life Insurance & IUL Specialist

The Wood Agency Life; Terre Haute (IN); Remote; USD 60,000 - 120,000; Full time

Job summary

The Wood Agency Life is hiring for remote, work-from-home specialists in Terre Haute, Indiana to sell permanent life insurance coverage to families planning long-term protection. Work with clients remotely nationwide, focusing on permanent coverage conversations rather than term-only sales.

You will review clients' current coverage, goals, and family situation, present whole life and IUL options from multiple carriers, and guide them through the e-app and underwriting process while staying

Qualifications

• Active life insurance license in your resident state.
• Able to explain cash value, riders and permanent coverage clearly to someone without an insurance background.
• Comfortable using carrier quoting tools and CRM software daily.
• Consistent follow-up with clients across weeks-long underwriting timelines.
• Reliable computer, phone and internet for remote client work.

Responsibilities

• Contact clients who've asked about permanent coverage or retirement-linked life insurance and set up a remote meeting.
• Review the client's current coverage, savings goals and family situation before presenting anything.
• Walk through whole life and IUL options from several carriers and explain how cash value and death benefit work together.
• Complete the application with the client inside the carrier's e-app platform.
• Log client interactions and case status in the CRM.
• Stay with the case through underwriting to issue, updating the client as it moves.
• Keep current on carrier products through the agency's ongoing training.

Skills

CRM software

Education

Active life insurance license (active)

Tools

Carrier quoting tools

e-app platform

Job description

The Wood Agency Life is hiring for remote, work-from-home specialists in Terre Haute, Indiana to sell permanent life insurance coverage to families planning long-term protection. Work with clients remotely nationwide, focusing on permanent coverage conversations rather than term-only sales.

You will review clients' current coverage, goals, and family situation, present whole life and IUL options from multiple carriers, and guide them through the e-app and underwriting process while staying