Home-Based Sales Representative

The Wood Agency Life; Layton (UT); A distancia; USD 50.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Lead systems access

Mentorship from agency owners

Licensing guidance and training

Descripción de la vacante

The Wood Agency Life is seeking remote, independent-contractor life insurance sales professionals in the United States. You’ll follow up with prospects, determine needs, and guide clients through coverage options and the application process.

You’ll work with multiple carriers, leverage exclusive lead systems, and receive mentorship from Ben and Andrea. State licensing guidance is provided if needed, with ongoing training to stay current on products and rules.

Formación

• Background in skilled trades, construction, or field service.
• Must hold a life insurance license or plan to obtain one before first sale.
• Self-directed and able to manage your own schedule with no foreman.
• At least 18 and legally authorized to work in the United States.

Responsabilidades

• Follow up with information requests and set appointments by phone or video.
• Ask about the household before presenting options or quoting.
• Walk through coverage options and complete the application with the client.
• 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.

Conocimientos

Self-directed

Time management

CRM

Educación

Life insurance license (or plan to obtain)

Herramientas

CRM

Quoting tools

Descripción del empleo

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.

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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.