Consultative Sales Representative

The Wood Agency Life; Bozeman (MT); Remote; USD 60,000 - 120,000; Part time

Job summary

The Wood Agency Life in the United States offers a 100% remote, 1099 independent-contractor life insurance sales role. You will manage your own pipeline of clients who requested information, conduct discovery conversations, and quote through carrier tools before submitting applications during client appointments.

Expected to chase underwriting until issued or closed, and keep CRM records up to date. You will study carrier guidelines and state rules as they change to stay compliant.

Qualifications

• Track record of selling where results depend on your own work.
• Comfortable managing yourself without daily direction.
• Strong follow-up habits; cases don't move without attention.
• State life insurance license, or plan to get licensed before first sale.
• Comfortable using web-based quoting platforms and a CRM.
• At least 18 and legally authorized to work in the United States.

Responsibilities

• Manage your own pipeline of people who requested life insurance information.
• Run discovery conversations before presenting, then match options to what you learn.
• Quote through carrier tools and submit applications during the client appointment.
• Chase each case through underwriting until it is issued or closed out.
• Keep CRM records clean so your pipeline is accurate.
• Study carrier guidelines and state rules as they change.

Skills

Sales experience

Self-motivated

Strong follow-up

CRM proficiency

Education

State life insurance license

Tools

CRM

Web-based quoting platforms

Job description

If you've sold before, you know results come from process. This 100% remote, 1099 independent-contractor life insurance sales role lets you apply that discipline to families who already asked about coverage.

What you'll actually do

• Work your own pipeline of people who requested life insurance information
• Run discovery conversations before presenting, then match options to what you learn
• Quote through carrier tools and submit applications during the client appointment
• Chase each case through underwriting until it is issued or closed out
• Keep CRM records clean so your pipeline is always accurate
• Study carrier guidelines and state rules as they change

Who this is a fit for

• A track record of selling where results depend on your own work
• Comfortable managing yourself without daily direction
• Strong follow-up habits, because cases don't move without attention
• A state life insurance license, or a plan to get licensed before your first sale
• Comfortable using web-based quoting platforms and a CRM
• At least 18 and legally authorized to work in the United States

What we provide

• Access to exclusive lead systems built around people who've already asked about coverage
• Contracts with 43 carriers, so you recommend what fits instead of one company's lineup
• One-on-one mentorship from Ben and Andrea, who run the agency
• Weekly team calls, plus call reviews, scripts, and ride-alongs when you want them

The honest part

Compensation: paid under an independent contractor (1099) contract. If you expect leads to close themselves, this isn't the right fit.

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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.