Remote Whole Life Insurance Agent & IUL Specialist

The Wood Agency Life; Valley City (ND); Remote; USD 50,000 - 100,000; Full time

Job summary

The Wood Agency Life is hiring whole life and IUL specialists to serve the Valley City, North Dakota area by selling permanent life insurance coverage to families planning long-term protection. This is a remote, work-from-home position — you'll meet clients virtually and serve clients nationwide from your location.

Your responsibilities include meeting clients virtually, reviewing current coverage and goals, presenting whole life and IUL options, completing carrier e-applications, and logging

Qualifications

• Active life insurance license in your resident state.
• 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

Active life insurance license

Explain cash value and riders

Carrier quoting tools

CRM software

Remote client work

Tools

CRM software

Carrier quoting tools

Job description

The Wood Agency Life is hiring whole life and IUL specialists to serve the Valley City, North Dakota area by selling permanent life insurance coverage to families planning long-term protection. This is a remote, work-from-home position — you'll meet clients virtually and serve clients nationwide from your location.

Your responsibilities include meeting clients virtually, reviewing current coverage and goals, presenting whole life and IUL options, completing carrier e-applications, and logging