Home-Based Sales Representative

The Wood Agency Life; Helena (MT); Remote; USD 40,000 - 80,000; Part time

Benefits offered by this job

Licensing guidance

Access to 43 carriers

Exclusive lead systems

Weekly team calls and scripts

One-on-one mentorship

Job summary

The Wood Agency Life is seeking self-directed professionals for a 100% remote, independent-contractor life insurance sales role. You will follow up with leads, discuss coverage options, and guide clients through the application and underwriting process.

Ideal candidates have a background in skilled trades or field service, can provide direct answers, and are willing to obtain or hold a state life insurance license.

Qualifications

• A background in skilled trades, construction, or field service.
• Comfortable giving a straight answer, including \
• that one isn't right for you\

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

Background in skilled trades, field/oe

Self-directed scheduling

Direct, honest communication

18+ and eligible to work in the US

Tools

Quoting tools

CRM

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

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.