Phone Sales Associate

The Wood Agency Life

Fayetteville (NC)

Remote

USD 40,000 - 80,000

Part time

2 days ago
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Benefits offered by this job

Remote work
Mentorship from leadership
Access to 43 carriers

Job summary

The Wood Agency Life is looking for an Inside Sales specialist to work remotely from anywhere in the United States. You will manage a sales pipeline, schedule phone/video appointments, and present life insurance options from multiple carriers.

This is a 1099 independent contractor role with mentorship from Ben and Andrea, focused on compliant, client-centered service. Responsibilities include completing applications during calls, guiding cases to issue, and documenting every step in the CRM.

Qualifications

  • Inside sales experience with pipeline management.
  • Ability to explain a product and compare multiple carriers.
  • Comfortable with remote work using phone and video.
  • Authorized to work in the United States and age 18+.

Responsibilities

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

Skills

Inside sales
CRM discipline
Strong communication
Life insurance license plan

Education

Life insurance license (state) or plan to obtain

Tools

CRM software

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.

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