Consultative Sales Representative

The Wood Agency Life; West Linn (OR); Remote; USD 60,000 - 120,000; Part time

Benefits offered by this job

Exclusive lead systems

Contracts with 43 carriers

Mentorship from Ben and Andrea

Weekly team calls and support

Job summary

The Wood Agency Life in the United States is seeking independent-contractor life insurance sales professionals for a 100% remote, 1099 role. You will own your pipeline of families who asked about coverage and work without daily direction.

You will quote, submit applications, and guide cases through underwriting, with mentorship from Ben and Andrea and weekly team calls to sharpen scripts and outcomes.

Qualifications

• State life license or plan to obtain before first sale.
• Experience selling via independent channels and quotas.
• Comfort with web-based quoting tools and CRM systems.

Responsibilities

• Manage own pipeline of people who requested information.
• Run discovery conversations and match options.
• Quote through carrier tools and submit applications.
• Chase cases through underwriting until issued or closed.
• Keep CRM records clean for accurate pipeline.
• Study carrier guidelines and state rules as they change.

Skills

Self-motivated

Self-management

Strong follow-up

CRM proficiency

Education

Life Insurance License

Tools

CRM

Web 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

Compensation

1099 independent contractor, commission-based. No salary or hourly pay; earnings depend on individual production.

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.