Whole Life Insurance Agent

The Wood Agency Life; Bear (DE); A distancia; USD 30.000 - 90.000; Jornada completa

Descripción de la vacante

The Wood Agency Life is seeking remote life insurance specialists to serve Bear, Delaware families entirely online. This independent contractor role focuses on permanent coverage and retirement-linked life insurance, with training from Ben and Andrea Wood.

You will meet clients online, review goals, explain whole life and IUL options, and guide applications through underwriting, while maintaining CRM records and continuous client updates.

Formación

• Active life insurance license in your resident state.
• Ability to explain cash value, riders and permanent coverage clearly.
• Comfortable using quoting tools and CRM daily.
• Consistent follow-up across underwriting timelines.
• Reliable computer, phone and internet for remote work.

Responsabilidades

• Contact clients and set up remote meetings for permanent coverage.
• Review current coverage and goals before presenting options.
• Walk through whole life and IUL choices and explain cash value.
• Complete applications in the carrier e-app platform.
• Log client interactions and case status in the CRM.
• Stay with the case through underwriting to issue and updates.

Conocimientos

Active life insurance license

Explain cash value & riders

CRM software proficiency

Client follow-up across underwriting

Remote client work setup

Herramientas

CRM software

Carrier quoting tools

Descripción del empleo

Wood Agency Life is hiring whole life and IUL specialists to serve families in Bear, Delaware planning long-term protection. This is a remote, work-from-home position — you'll meet clients and conduct business entirely online, serving the Bear, Delaware area and beyond.

What you'll do

• Contact clients who've asked about permanent coverage or retirement-linked life insurance and set up a remote meeting.
• Review the client's current coverage, savings goals and family situation before presenting anything.
• Walk through whole life and IUL options from several carriers and explain how cash value and death benefit work together.
• Complete the application with the client inside the carrier's e-app platform.
• Log client interactions and case status in the CRM.
• Stay with the case through underwriting to issue, updating the client as it moves.
• Keep current on carrier products through the agency's ongoing training.

Qualifications

• Active life insurance license in your resident state.
• Able to explain cash value, riders and permanent coverage clearly to someone without an insurance background.
• Comfortable using carrier quoting tools and CRM software daily.
• Consistent follow-up with clients across weeks-long underwriting timelines.
• Reliable computer, phone and internet for remote client work.

What we provide

• Access to multiple carriers through an independent agency.
• CRM and e-app access for managing your pipeline.
• Ongoing product training on whole life and IUL cases from Ben and Andrea Wood.

Compensation

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

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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.