Remote Whole Life & IUL Specialist (1099 Contractor)

The Wood Agency Life; Fond du Lac (WI); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Access to multiple carriers

CRM/e-app access

Ongoing product training

Job summary

The Wood Agency Life is seeking remote life insurance specialists to serve families in Fond du Lac, Wisconsin, focusing on whole life and IUL options from multiple carriers. This is a remote, work-from-home role where you will guide clients through permanent coverage and retirement-linked plans, review needs, and complete e-applications.

You will stay with cases through underwriting, log activities in the CRM, and participate in ongoing carrier training to stay current on products.

Qualifications

• Active life insurance license in your resident state.
• Explain cash value, riders and permanent coverage clearly.
• Comfortable using carrier quoting tools and CRM software daily.
• Consistent follow-up with clients through underwriting timelines.
• Reliable computer, phone and internet for remote work.

Responsibilities

• Contact clients about permanent coverage and set up remote meetings.
• Review client coverage, savings goals and family situation.
• Explain whole life and IUL options and cash value relationship.
• Complete applications inside the carrier's e-app platform.
• Log client interactions and case status in the CRM.
• Support case through underwriting to issue and update client.
• Stay current on carrier products via ongoing training.

Skills

Active license

Explain cash value

CRM proficiency

Client follow-up

Tools

CRM software

Carrier quoting tools

Job description

The Wood Agency Life is seeking remote life insurance specialists to serve families in Fond du Lac, Wisconsin, focusing on whole life and IUL options from multiple carriers. This is a remote, work-from-home role where you will guide clients through permanent coverage and retirement-linked plans, review needs, and complete e-applications.

You will stay with cases through underwriting, log activities in the CRM, and participate in ongoing carrier training to stay current on products.