Remote Account Executive

The Wood Agency Life; Centennial (CO); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Exclusive lead systems

Contracts with 43 carriers

Mentorship from agency founders

Weekly team calls and scripts

Descripción de la vacante

The Wood Agency Life is seeking self-directed, licensed life insurance sales professionals for a 100% remote, 1099 independent-contractor role. You will contact leads, review finances, compare carrier options, and guide families through the application process.

A banking background and precise recordkeeping help you succeed here, with a focus on respectful conversations about family finances and compliance. You’ll stay organized with CRM logs and ongoing licensing requirements.

Formación

• Background in banking, lending, or credit union member service.
• Comfortable with forms, disclosures and precise recordkeeping.
• Able to discuss family finances respectfully and without pressure.
• State life insurance license, or plan to obtain license before first sale.
• Self-directed, planning your day and follow-up.
• 18+ and legally authorized to work in the United States.

Responsabilidades

• Contact people who have already requested life insurance information and book appointments.
• Review each household's finances and obligations before discussing 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.

Conocimientos

Banking background

Recordkeeping

Communicating about finances

Educación

Life insurance license

Herramientas

CRM software

Descripción del empleo

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.