Inside Sales Representative

The Wood Agency Life; Long Beach (CA); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Mentorship from leadership

Exclusive carrier leads

Weekly team calls & scripts

43 carriers contracts

Job summary

The Wood Agency Life is seeking an inside sales professional for a fully remote, 1099 independent-contractor role focused on life insurance. You will schedule and conduct calls, present options from multiple carriers, complete applications during calls, and shepherd cases to policy issue.

Logged activity in the CRM and ongoing updates to clients are essential as carriers review applications. A state license or plan to sit the exam is required before first sale, with full-time remote readiness

Qualifications

• Experience in inside sales, account management or business development.
• Comfortable managing a pipeline with minimal prompting.
• Ability to explain a complex product to someone unfamiliar with it.
• State life insurance license or plan to sit the exam before first sale.
• Must be prepared for fully remote work with a computer, phone, and reliable internet.
• Must be at least 18 years old and legally authorized to work in the United States.

Responsibilities

• Schedule and conduct back-to-back appointments by phone and video.
• Present options across multiple carriers after discovery.
• Complete the application during the call and move the case to policy issue.
• Log every conversation and next step in the CRM as it happens.
• Keep clients informed while the carrier reviews the application.
• Stay sharp on product details and state insurance regulations.

Skills

Inside Sales

Pipeline Management

Explain Product

Licensing Plan

Remote Ready

18+ Authorized

Tools

CRM

Job description

Inside sales teaches you to work a pipeline. This 100% remote, 1099 independent-contractor life insurance sales role puts that skill behind a product with real stakes for families who already asked for information.

What you'll actually do

• Schedule and hold back-to-back appointments by phone and video
• Open with discovery, then present options across multiple carriers
• Complete the application on the call, then carry the case to policy issue
• Log every conversation and next step in the CRM as it happens
• Keep clients informed while the carrier reviews the application
• Stay sharp on product details and state insurance rules

Who this is a fit for

• Inside sales, account management, or business development experience
• Comfortable working a pipeline and following up without a manager prompting you
• Able to explain a product someone has never bought before
• A state life insurance license, or a plan to sit the exam before your first sale
• Equipped for fully remote work: computer, phone, and reliable internet
• At least 18 and legally authorized to work in the United States

What we provide

• Contracts with 43 carriers, so you can compare options for each family
• Exclusive lead systems that put you in front of people who've already asked about coverage
• Weekly team calls, call reviews, scripts, and ride-alongs available to agents
• Mentorship straight from Ben and Andrea, the people who run the agency

The honest part

Compensation: paid under an independent contractor (1099) contract. If you work best with a manager setting your targets each week, 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.