Remote Whole Life & IUL Insurance Specialist

The Wood Agency Life

Eagan (MN)

Remote

USD 60,000 - 120,000

Full time

46 hours ago

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Benefits offered by this job

Access to multiple carriers

CRM access for pipeline management

Ongoing product training

Job summary

The Wood Agency Life is seeking licensed life insurance professionals to sell permanent coverage in the Eagan, Minnesota area. This remote, work-from-home role focuses on building relationships with families seeking whole life or retirement-linked life insurance.

You will guide clients through carrier options, review needs, and complete e-applications while staying connected through underwriting and case updates. Independent contractor status applies, with earnings based on production.

Qualifications

Licensed life insurance professional with the ability to explain cash value, riders, and permanent coverage clearly.
Comfortable using quoting tools and CRM daily.
Strong follow-up across underwriting timelines.
Reliable home office setup: computer, phone and internet.

Responsibilities

Contact clients who asked about permanent coverage or retirement-linked life insurance and set up remote meetings.
Review client coverage, savings goals and family situation before presenting options.
Explain whole life and IUL options and how cash value and death benefit interact.
Complete applications in the carrier's e-app platform.
Log interactions and case status in the CRM and stay with the case through underwriting.