Consultative Sales Representative

The Wood Agency Life; Folsom (CA); A distancia; USD 70.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Exclusive lead systems

Carrier options

Mentorship from Ben and Andrea

Weekly team calls

Descripción de la vacante

The Wood Agency Life in the United States is seeking a self-driven life insurance sales professional who will work remotely as an independent contractor. You’ll manage your own pipeline, conduct discovery conversations, and quote through carrier tools to submit applications.

You’ll chase cases through underwriting, maintain a clean CRM, and stay current on carrier guidelines and state rules. Access to exclusive leads and mentorship from Ben and Andrea supports your success.

Formación

• Must be a self-starter with a proven sales track record.
• Ability to manage follow-ups and build a pipeline.
• Plan to obtain a state life license if not licensed.
• Experience with CRM and quoting tools is preferred.
• Legally authorized to work in the United States and 18+.

Responsabilidades

• Manage your own pipeline of life insurance leads.
• Conduct discovery conversations and tailor options.
• Quote via carrier tools and submit applications.
• Advance cases through underwriting to issuance or close.
• Maintain CRM records and keep pipeline accurate.
• Study carrier guidelines and state regulations.

Conocimientos

Self-motivation

CRM proficiency

Lead follow-up

License plan

Herramientas

CRM software

Web-based quoting platforms

Descripción del empleo

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.