Phone Sales Associate

The Wood Agency Life; Scottsdale (AZ); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

43+ carrier contracts

Exclusive lead systems

Weekly team calls & scripts

Mentorship from agency leaders

Job summary

The Wood Agency Life is hiring for an Inside Sales role that operates 100% remotely as a 1099 independent-contractor. You will schedule calls, guide clients through options with multiple carriers, and complete applications during the call.

Expect to log every step in the CRM and stay compliant with state insurance rules. Applicants should have inside sales or related experience, be licensed or plan to obtain a life license before first sale, and be authorized to work in the United States.

Qualifications

• Experience in inside sales, account management, or business development.
• Comfortable managing a pipeline and following up without prompting.
• Ability to explain a life insurance product to unfamiliar buyers.
• Licensed life insurance agent or plan to obtain license before first sale.
• Fully remote work setup: computer, phone, reliable internet.
• 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 steps 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

Pipeline management

Explain products clearly

Work from home

Authorized to work in US

Education

State life insurance license

Plan to sit exam before first sale

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.