Remote Account Executive

The Wood Agency Life; Maricopa (AZ); Remote; USD 45,000 - 110,000; Part time

Benefits offered by this job

Exclusive leads

Carrier options across 43 carriers

Mentorship from leadership

Weekly team calls & scripts

Job summary

The Wood Agency Life is seeking a remote, independent contractor to help families with life insurance decisions. You will contact leads, assess finances, discuss carrier options, and complete applications while ensuring accurate disclosures and compliance.

Leads are exclusive, and you’ll work with 43 carriers. Mentorship comes from Ben and Andrea, with weekly team calls and scripts provided for success.

Qualifications

• Remote, independent contractor life insurance role
• State life license required or plan to obtain before first sale
• Able to discuss family finances respectfully and without pressure

Responsibilities

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

Skills

Sales experience

Financial discussions

Self-directed work

CRM experience

Education

Life insurance license or plan to get licensed

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.