Home-Based Sales Representative

The Wood Agency Life; Anaheim (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing guidance

Access to 43 carriers

Exclusive lead systems

Weekly team calls

One-on-one mentorship

Job summary

The Wood Agency Life in the United States is seeking self-driven, field-service oriented individuals for a 100% remote, independent-contractor life insurance sales role. You will follow up with inquiries by phone or video, walk through coverage options, and guide clients through underwriting.

You need a state life insurance license or plan to obtain one; we provide licensing guidance, access to 43 carriers, exclusive leads, plus mentorship and weekly team calls.

Qualifications

• Background in trades, construction, or field service.
• Self-directed with scheduling independence.
• Willing to learn CRM and quoting tools.
• State life insurance license or plan to get licensed.
• 18+ and legally authorized to work in the United States.

Responsibilities

• Follow up with people who requested information and set appointments by phone or video.
• Ask about the household before presenting anything, like scoping a job before quoting it.
• Walk through coverage options and complete the application together.
• Follow each case through underwriting and update the client along the way.
• Log calls, notes, and next steps in the CRM.
• Learn products, carriers, and state rules through ongoing training.

Skills

Skilled trades background

Self-directed

Willing to learn software

Customer communication

Education

Life insurance license or plan to get licensed

Tools

CRM

Quoting tools

Job description

Trades and field service pros know how to talk with homeowners about real decisions. This 100% remote, 1099 independent-contractor life insurance sales role moves that experience indoors, away from the job site and the weather.

What you'll actually do

• Follow up with people who requested information and set appointments by phone or video
• Ask about the household before presenting anything, like scoping a job before quoting it
• Walk through coverage options and complete the application together
• Follow each case through underwriting and update the client along the way
• Log calls, notes, and next steps in the CRM
• Learn products, carriers, and state rules through ongoing training

Who this is a fit for

• A background in skilled trades, construction, or field service
• Comfortable giving a straight answer, including "that one isn't right for you"
• Willing to learn software, including quoting tools and a CRM
• A state life insurance license, or a plan to get licensed before your first sale
• Self-directed, managing your own schedule with no foreman
• At least 18 and legally authorized to work in the United States

What we provide

• Guidance through state licensing if you aren't licensed yet
• Contracts with 43 carriers, so you recommend what fits instead of one company's lineup
• Access to exclusive lead systems built around people who've already asked about coverage
• A weekly team call, with call reviews, scripts, and ride-alongs available
• One-on-one mentorship from Ben and Andrea, who run the agency

The honest part

Compensation: paid under an independent contractor (1099) contract. If you want to stay hands-on with tools, 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.