Phone Sales Associate

The Wood Agency Life; Santa Rosa (CA); Remote; USD 60,000 - 150,000; Full time

Job summary

The Wood Agency Life is seeking an Inside Sales contractor for a fully remote, 1099 life insurance sales role in the United States. You will build and manage a pipeline, schedule appointments by phone and video, and guide prospects from discovery to policy issuance.

You’ll work with 43 carriers, use exclusive lead systems, and participate in weekly calls and mentorship from Ben and Andrea to sharpen your skills and close cases.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Inside sales

Account management

Business development

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

Compensation

1099 independent contractor, commission-based. No salary or hourly pay; earnings depend on individual production.

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.