Consultative Sales Representative

The Wood Agency Life; Edmond (OK); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Lead systems access

Contracts with 43 carriers

One-on-one mentorship from agency team

Weekly team calls and scripts

Job summary

The Wood Agency Life is seeking an experienced life insurance sales professional for a 100% remote, independent-contractor role. You will manage your own pipeline, conduct discovery conversations, quote via carrier tools, and shepherd cases through underwriting to issuance.

You’ll work with multiple carriers and leverage CRM systems to maintain accurate pipelines, while staying up-to-date on state regulations and licensing requirements.

Qualifications

• You must have a track record of selling where results depend on your own work.
• Comfortable managing yourself without daily direction.
• Strong follow-up habits to move cases through underwriting and closing.

Responsibilities

• Work your own pipeline of people who requested life insurance information.
• Run discovery conversations before presenting options and match them to needs.
• Quote through carrier tools and submit applications during client appointments.
• Chase each case through underwriting until issued or closed out.
• Keep CRM records clean so the pipeline remains accurate.
• Study carrier guidelines and state rules as they change.

Skills

Self-motivation

Independent work

CRM proficiency

Follow-up discipline

Sales pipeline management

Education

Life insurance license or plan to get licensed

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.

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.