Second Career Life Insurance Agent

The Wood Agency Life; Town of Wausau (WI); Remote; USD 60,000 - 140,000; Full time

Benefits offered by this job

Licensing coursework

Mentorship from founders

CRM and carrier system access

Job summary

The Wood Agency Life is hiring career changers in the Wausau, Wisconsin 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 are.

Both founders made this same jump — one from photography, one from real estate — before building this agency. This remote role offers licensing coursework with agency support, access to multiple carriers, direct mentorship from the founders, and CRM and

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.

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

Phone skills

Video calls

Software learning

Task follow-through

Education

Licensing coursework

Job description

Wood Agency Life is hiring career changers in the Wausau, Wisconsin 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 are. 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. If a second career in life insurance sounds like your next step,

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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.