Phone Sales Associate

The Wood Agency Life; Roswell (NM); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Exclusive lead systems

Mentorship from agency leaders

Weekly team calls & scripts

Job summary

The Wood Agency Life is seeking an experienced inside sales professional for a 1099 independent-contractor life insurance sales role. You will handle a full sales pipeline, schedule calls, present carrier options, and guide clients from discovery to policy issuance.

You will rely on exclusive leads, a robust carrier network, and mentorship from agency leaders to sharpen your product knowledge and sales approach in a fully remote setting.

Qualifications

• Inside sales or BD experience.
• Comfortable working a pipeline and following up independently.
• Ability to explain a life insurance product to unfamiliar buyers.
• Has a state life insurance license or a plan to obtain it before first sale.
• Must have a reliable remote setup: computer, phone, internet.

Responsibilities

• Schedule and conduct back-to-back appointments by phone or video.
• Present options across multiple carriers after discovery.
• Complete the application during the call and move to policy issue.
• Log conversations and next steps in the CRM as they happen.
• Inform clients while the carrier reviews the application.
• Stay updated on product details and state insurance rules.

Skills

Inside sales

Pipeline management

CRM

Education

State life insurance license

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.

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.