Remote Account Executive

The Wood Agency Life; Berkeley (CA); Remote; USD 60,000 - 120,000; Part time

Benefits offered by this job

Exclusive lead systems

Contracts with 43 carriers

Mentorship from leadership

Job summary

The Wood Agency Life is seeking independent life insurance sales professionals for a 100% remote, 1099 role. You'll work with families who have requested information, booking appointments and reviewing finances before discussing coverage.

You will explain carrier options, help complete applications, ensure accurate disclosures, and keep clients informed through CRM updates and compliance training. Licensing in your state is required or planned before your first sale.

Qualifications

• Banking background and familiarity with financial products.
• Comfortable with forms, disclosures, and precise recordkeeping.
• Ability to discuss family finances respectfully and clearly.

Responsibilities

• Contact people who requested life insurance information and book appointments.
• Review household finances and obligations before discussing coverage.
• Explain how options differ across carriers and complete the application together.
• Handle applications and disclosures accurately for underwriting.
• Track open cases through carrier review and keep clients informed.
• Log activity in the CRM and maintain compliance training.

Skills

Banking background

CRM experience

Recordkeeping

Finances communication

Self-directed

Education

State life insurance license or plan to obtain

Job description

If you've worked at a bank or credit union, you already know how to discuss money decisions carefully. This 100% remote, 1099 independent-contractor life insurance sales role puts that to work for families who asked for information.

What you'll actually do

• Contact people who have already requested life insurance information and book appointments
• Review each household's finances and obligations before discussing any coverage
• Explain how options differ across carriers, then complete the application together
• Handle applications and disclosures accurately, because details matter to underwriting
• Track every open case through the carrier's review and keep clients informed
• Log activity in the CRM and keep up with compliance training

Who this is a fit for

• A background in banking, lending, or credit union member service
• Comfortable with forms, disclosures, and precise recordkeeping
• Able to talk about family finances respectfully and without pressure
• A state life insurance license, or a plan to get licensed before your first sale
• Self-directed, planning your own day and your own follow-up
• At least 18 and legally authorized to work in the United States

What we provide

• Exclusive lead systems built for people who've already raised their hand about coverage
• Contracts with 43 carriers, which gives you real options for every family you serve
• Mentorship straight from Ben and Andrea, the people who run the agency
• Weekly team calls, call reviews, and scripts available to agents

Compensation

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

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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.