Remote Whole Life & IUL Insurance Specialist

The Wood Agency Life; Bear (DE); Remote; USD 30,000 - 90,000; Full time

Job summary

The Wood Agency Life is seeking remote life insurance specialists to serve Bear, Delaware families entirely online. This independent contractor role focuses on permanent coverage and retirement-linked life insurance, with training from Ben and Andrea Wood.

You will meet clients online, review goals, explain whole life and IUL options, and guide applications through underwriting, while maintaining CRM records and continuous client updates.

Qualifications

• Active life insurance license in your resident state.
• Ability to explain cash value, riders and permanent coverage clearly.
• Comfortable using quoting tools and CRM daily.
• Consistent follow-up across underwriting timelines.
• Reliable computer, phone and internet for remote work.

Responsibilities

• Contact clients and set up remote meetings for permanent coverage.
• Review current coverage and goals before presenting options.
• Walk through whole life and IUL choices and explain cash value.
• Complete applications in the carrier e-app platform.
• Log client interactions and case status in the CRM.
• Stay with the case through underwriting to issue and updates.

Skills

Active life insurance license

Explain cash value & riders

CRM software proficiency

Client follow-up across underwriting

Remote client work setup

Tools

CRM software

Carrier quoting tools

Job description

The Wood Agency Life is seeking remote life insurance specialists to serve Bear, Delaware families entirely online. This independent contractor role focuses on permanent coverage and retirement-linked life insurance, with training from Ben and Andrea Wood.

You will meet clients online, review goals, explain whole life and IUL options, and guide applications through underwriting, while maintaining CRM records and continuous client updates.