Phone Sales Associate

The Wood Agency Life; Waterbury (CT); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Mentorship from agency principals

Exclusive lead systems

Weekly team calls and ride-alongs

Job summary

The Wood Agency Life is hiring for an Inside Sales role that is fully remote and paid as an independent contractor (1099). You will schedule back-to-back appointments, present options across multiple carriers, complete applications on call, and guide cases to policy issue.

A state life insurance license is required or you plan to sit the exam before your first sale; remote work setup is essential, and you will work with a team of mentors and access exclusive leads.

Qualifications

• Experience in inside sales or business development with a focus on insurance products.
• Ability to manage a sales pipeline and follow up independently.
• Strong communication and consultative selling skills.
• Willingness to obtain a state life insurance license or already licensed.
• Proven track record of meeting or exceeding targets.
• Comfort with fully remote work setup (computer, phone, internet).

Responsibilities

• Schedule and conduct phone and video appointments.
• Present carrier options and explain products clearly.
• Complete applications during calls and drive cases to issue.
• Log conversations and next steps in CRM in real time.
• Inform clients as carrier reviews applications.
• Stay updated on state insurance rules and product details.

Skills

Inside sales

Account management

Business development

Pipeline management

Communication

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.