Home-Based Sales Representative

The Wood Agency Life

Monroe (NC)

Remote

USD 60,000 - 120,000

Part time

8 days ago

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Benefits offered by this job

Guidance through state licensing
Access to 43 carriers
Exclusive lead systems
Weekly team call with scripts

Job summary

The Wood Agency Life is hiring for a remote 1099 life insurance sales role. You’ll follow up with prospects, discuss coverage options, and complete applications entirely from home. You’ll navigate underwriting and keep clients informed while learning via ongoing training.

Candidates with a background in trades or field service, a state license or plan to obtain one, and strong self-management will thrive in this setup with access to multiple carriers and exclusive leads.

Qualifications

  • Prior sales experience preferred in financial services or insurance.
  • Must be at least 18 years old and legally eligible to work in the United States.
  • Willing to obtain or already hold a state life insurance license.
  • Ability to work independently with scheduling autonomy.

Responsibilities

  • Follow up with prospects by phone or video to set appointments.
  • Discuss coverage options and complete applications with clients.
  • Guide cases through underwriting and update clients throughout the process.
  • Log calls and notes in the CRM and use the quoting tools.

Skills

Sales experience
Communication
Time management
Self-directed work
Licensing (life)

Education

Life insurance license (or plan to obtain)

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
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.

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