Remote Account Executive

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

Benefits offered by this job

Exclusive lead systems

Contracts with 43 carriers

Mentorship

Weekly team calls

Job summary

The Wood Agency Life is seeking a remote, independent-contractor life insurance sales professional. If you've worked in banking or credit unions, you know how to discuss money decisions carefully and responsibly with families who requested information.

You will contact leads, review finances, explain carrier options, and complete applications. You’ll log activity in the CRM, stay compliant, and coordinate with multiple carriers to serve each family.

Qualifications

• Background in banking, lending, or credit unions.
• Comfort with forms, disclosures, and precise recordkeeping.
• Ability to discuss family finances respectfully and without pressure.
• State life insurance license or plan to obtain it before first sale.
• Self-directed, organized daily planning.
• Authorized to work in the United States (18+).

Responsibilities

• 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.

Skills

Banking background

Lending experience

Credit union member service

Attention to detail

Self-directed

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

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.