Phone Sales Associate

The Wood Agency Life; Schaumburg (IL); Remote; USD 45,000 - 90,000; Part time

Job summary

The Wood Agency Life is seeking an ambitious inside sales professional for a fully remote, 1099 independent-contractor role focused on life insurance sales. You’ll manage a pipeline, schedule calls, and close cases end-to-end with carriers across the country.

In this independent contractor position, you’ll receive exclusive leads, work remotely, and be responsible for logging every conversation in the CRM and advancing each workflow to policy issue. Licensing readiness is required or in progress.

Qualifications

• Inside sales experience with pipeline management and discovery calls.
• Willing to obtain a state life insurance license if not already licensed.
• Remote work setup: reliable computer and internet.
• Legally authorized to work in the United States, 18+.

Responsibilities

• Schedule and hold back-to-back appointments by phone and video.
• Present options across multiple carriers after discovery.
• Complete applications during calls and move cases to policy issue.
• Log conversations and next steps in the CRM in real time.
• Inform clients while the carrier reviews the application.
• Stay updated on product details and state insurance rules.

Skills

Inside sales

Account management

Business development

CRM software

Licensing readiness

Education

State life insurance license 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.

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.