Whole Life Insurance Agent

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

Wood Agency Life is hiring whole life and IUL specialists to serve families in Fond du Lac, Wisconsin who are planning long-term protection. This is a remote, work-from-home position serving the Fond du Lac area. You'll contact clients who've asked about permanent coverage or retirement-linked life insurance and guide them through whole life and IUL options from multiple carriers.

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. Licensed agents who want to work permanent coverage cases can apply through this listing.

------------------------------------------------------------------

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.