Remote Account Executive

The Wood Agency Life; Leavenworth (KS); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Exclusive leads

Carrier options with 43 carriers

Mentorship from leadership

Team calls & scripts

Job summary

The Wood Agency Life is seeking an independent-contractor life insurance sales professional. This 100% remote, 1099 role involves contacting families who requested information, reviewing finances, explaining policy options, and guiding clients through applications while maintaining accurate disclosures.

You’ll work with exclusive leads, access 43 carriers, and receive mentorship from leadership. This position emphasizes compliant, self-directed scheduling and client-focused conversations.

Qualifications

• Background in banking, lending, or credit union member service is a plus.
• Able to handle forms, disclosures, and precise recordkeeping.
• Comfortable discussing family finances respectfully and without pressure.

Responsibilities

• Contact people who requested information and book appointments.
• Review finances and obligations before discussing coverage.
• Explain carrier option differences and complete applications together.
• Handle applications and disclosures accurately for underwriting.
• Track open cases through carrier reviews and keep clients informed.
• Log activity in CRM and keep up with compliance training.

Skills

Banking background

Self-directed

Recordkeeping

Client communication

Education

Life Insurance license

Tools

CRM software

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.