Remote Account Executive

The Wood Agency Life; Paterson (NJ); A distancia; USD 40.000 - 120.000; A tiempo parcial

Descripción de la vacante

The Wood Agency Life is seeking a fully remote, 1099 independent-contractor life insurance sales professional to help families understand and choose coverage. You will book appointments, review finances, explain carrier options, and guide clients through accurate applications.

As a self-directed agent with a banking background, you will work with exclusive leads, multiple carriers, and mentorship from leadership while maintaining compliant CRM records.

Formación

• Background in banking, lending, or credit union service.
• Comfortable with forms, disclosures, and precise recordkeeping.
• Able to discuss family finances respectfully and without pressure.
• Independent, self-directed, planning your day and follow-ups.
• Must have or plan to obtain a state life insurance license before selling.

Responsabilidades

• Contact people who already requested life insurance information and book appointments.
• Review each household's finances before discussing coverage.
• Explain how options differ across carriers, then complete the application together.
• Handle applications and disclosures accurately for underwriting.
• Track each open case through carrier review and keep clients informed.
• Log activities in the CRM and maintain compliance training.

Conocimientos

Banking background

Recordkeeping

Financial empathy

Self-directed work

Educación

Life insurance license (or plan to obtain before first sale)

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.