Remote Account Executive

The Wood Agency Life; Mansfield (OH); À distance; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Exclusive leads

Multiple carriers access

Mentorship from leadership

Team calls and scripts

Résumé du poste

The Wood Agency Life is seeking an independent-contractor life insurance salesperson for a fully remote role. You will contact families who have requested information, review finances, discuss coverage options, and complete applications with customers in a compliant, precise manner.

License readiness is required, or a plan to obtain one before your first sale. This role emphasizes self-direction, disciplined daily planning, and professional communication with clients across the United States.

Qualifications

• Background in banking, lending, or credit union member service.
• State life insurance license, or plan to get licensed before first sale
• 18+ and legally authorized to work in the United States.

Responsabilités

• 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.

Connaissances

Sales

Communication

Self-directed

Financial literacy

Description du poste

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

The honest part

Compensation: paid under an independent contractor (1099) contract. If you want the processing side of finance without the conversation that leads to a decision, 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.