Second Career Life Insurance Agent

The Wood Agency Life; Miles City (MT); Remote; USD 30,000 - 120,000; Full time

Benefits offered by this job

License training

Mentorship

CRM access

Carrier access

Job summary

The Wood Agency Life is seeking motivated career changers for a remote, work-from-home role selling life insurance nationwide. You’ll work by phone and video, building relationships with families while completing applications and coordinating licensing coursework with agency support.

Commission-based earnings depend on production, with mentorship from the founders and access to multiple carriers. No base salary is offered; licensing timelines and CRM access are provided from day one.

Qualifications

• Licensing coursework takes about two weeks with agency support.
• Comfortable on the phone and on video with people you haven't met before.
• Basic comfort learning new software for quoting and tracking clients.
• Follow-through on tasks without someone checking in on you.

Responsibilities

• Reach out to families who've requested information about coverage and set up a time to talk by phone or video.
• Learn about each family's budget, health and goals before walking through any options.
• Explain term, whole life, mortgage protection and final expense coverage in plain language.
• Complete applications together with the client using the carrier's e-app system.
• Record calls, appointments and case notes in the CRM as you go.
• Check in with clients while their application is pending and let them know when a decision is made.

Skills

Licensing coursework

Phone & video communication

Software onboarding

Self-motivation

Tools

CRM system

Quoting software

e-app system

Job description

Wood Agency Life is hiring career changers in the Miles City, Montana area to sell life insurance and mortgage protection to families nationwide. This is a remote, work-from-home position — you'll work by phone and video from wherever you choose. Both founders made this same jump — one from photography, one from real estate — before building this agency.

What you'll do

• Reach out to families who've requested information about coverage and set up a time to talk by phone or video.
• Learn about each family's budget, health and goals before walking through any options.
• Explain term, whole life, mortgage protection and final expense coverage in plain language.
• Complete applications together with the client using the carrier's e-app system.
• Record calls, appointments and case notes in the CRM as you go.
• Check in with clients while their application is pending and let them know when a decision is made.

Qualifications

• No insurance background required — licensing coursework takes about two weeks with agency support.
• Comfortable on the phone and on video calls with people you haven't met before.
• Basic comfort learning new software for quoting and tracking clients.
• Follow-through on tasks without someone checking in on you.

What we provide

• Step-by-step help getting licensed, typically about two weeks of coursework.
• Access to multiple carriers through an independent agency instead of one captive product line.
• Direct mentorship from founders Ben and Andrea Wood, who both changed careers into this work.
• CRM and carrier system access from day one.

Compensation

This is a 1099 independent contractor opportunity. Compensation is commission-based. No salary or hourly pay is provided. Earnings depend on individual production.

The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity — we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.