Home-Based Sales Representative

The Wood Agency Life; Palm Bay (FL); Remote; USD 60,000 - 120,000; Part time

Benefits offered by this job

Licensing guidance

Lead system access

Mentorship from agency leaders

Carrier network access

Weekly team calls

Job summary

The Wood Agency Life, a 1099 independent contractor life insurance sales organization, seeks skilled trades or field service professionals to join our remote team. You will follow up with interested homeowners, set appointments by phone or video, and guide clients through coverage options and the application process.

As you progress, you will manage underwriting steps, input calls and notes in the CRM, and learn products, carriers, and state licensing requirements through ongoing training.

Qualifications

• Background in skilled trades, construction, or field service.
• Able to give 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.

Responsibilities

• Follow up with people who requested information and set appointments by phone or video
• 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
• Provide guidance through state licensing if needed

Skills

Self-directed

CRM experience

Communication

Education

State life insurance license

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.