Remote Whole Life & IUL Specialist

The Wood Agency Life; Hammond (LA); Remote; USD 60,000 - 130,000; Full time

Benefits offered by this job

Access to multiple carriers

Independent contractor

CRM and e-app access

Job summary

The Wood Agency Life is seeking remote specialists in Hammond, LA to service families with permanent life insurance and IUL planning. This work-from-home role involves meeting clients remotely nationwide and guiding long-term protection conversations rather than term-only sales.

You will review current coverage, walk through whole life and IUL options, and manage the case through underwriting and issuance while staying up-to-date with carrier products.

Qualifications

• Active life insurance license required in resident state.
• Ability to explain cash value and permanent coverage clearly.
• Familiarity with quoting tools and CRM software daily.
• Ability to maintain follow-up across underwriting timelines.
• Reliable computer, phone and internet for remote work.

Responsibilities

• Contact clients who asked about permanent coverage and set up remote meetings.
• Review clients’ current coverage, goals and family situation before presenting options.
• Explain whole life and IUL options and cash value vs death benefit.
• Complete applications inside the carrier's e-app platform.
• Log interactions and case status in the CRM.
• Support the case through underwriting to issue and update clients.

Skills

Client communication

Remote work setup

Underwriting timelines understanding

Technology troubleshooting

Education

Active life insurance license

Tools

Carrier quoting tools

CRM software

Job description

The Wood Agency Life is seeking remote specialists in Hammond, LA to service families with permanent life insurance and IUL planning. This work-from-home role involves meeting clients remotely nationwide and guiding long-term protection conversations rather than term-only sales.

You will review current coverage, walk through whole life and IUL options, and manage the case through underwriting and issuance while staying up-to-date with carrier products.