Job Description
Job Description
Wood Agency Life is hiring whole life and IUL specialists to serve the Montpelier, Vermont area, selling permanent life insurance coverage to families planning long-term protection. This is a remote, work-from-home position with nationwide client reach. This role fits agents who want to focus on permanent coverage conversations rather than term-only sales.
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.
Ready to build a permanent life insurance practice in Montpelier, Vermont? Call (928) 889-6338 to learn more about joining Wood Agency Life.
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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.