Remote Account Executive

The Wood Agency Life; Elizabeth (NJ); Remote; USD 45,000 - 110,000; Full time

Benefits offered by this job

Exclusive lead systems

Carrier options across 43 carriers

Mentorship from agency leadership

Weekly team calls and scripts

Job summary

The Wood Agency Life in the United States is seeking a remote, independent-contractor life insurance sales professional to help families understand coverage options after requesting information.

You will contact leads, review household finances, explain differences across carriers, and guide clients through applications and disclosures with meticulous attention to underwriting details.

Qualifications

• Licensed or plan to obtain a state life insurance license before first sale.
• Independent contractor capable of self-managing schedule.
• Ability to discuss family finances respectfully with clients.
• Comfortable with forms, disclosures, and recordkeeping.
• At least 18 years old and authorized to work in the United States.

Responsibilities

• Contact people who requested life insurance information and book appointments.
• Review households' finances before discussing coverage.
• Explain carrier options and complete applications with clients.
• Handle applications and disclosures with accuracy for underwriting.
• Track cases through carrier review and keep clients informed.
• Log activity in CRM and maintain compliance training.

Skills

Banking experience

Excellent communication

Self-directed

Detail oriented

Education

State life insurance license

Tools

CRM system

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.