Remote Account Executive

The Wood Agency Life; Wenatchee (WA); A distancia; USD 60.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Exclusive leads

Multiple carrier options

Mentorship from agency leadership

Team calls & scripts

Descripción de la vacante

The Wood Agency Life in the United States is seeking driven life insurance sales professionals for a fully remote, 1099 contractor role. You will engage families who have requested information, review finances, and guide them through carrier options and applications.

Ideal candidates bring banking or credit union experience, are self-directed, and hold or plan to obtain a state life insurance license. You’ll work with exclusive leads, multiple carriers, and ongoing mentorship while maintaining

Formación

• Background in banking, lending, or credit union member service.
• Capable of handling forms, disclosures, and precise recordkeeping.
• State life insurance license or plan to obtain before first sale.

Responsabilidades

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

Conocimientos

Banking background

CRM experience

Self-directed work

Educación

Life insurance license or plan to obtain

Herramientas

CRM software

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.