Remote Life Insurance Account Executive (1099)

The Wood Agency Life; Berkeley (CA); Remoto; USD 60.000 - 120.000; Tempo parcial

Benefícios oferecidos por esta vaga

Exclusive lead systems

Contracts with 43 carriers

Mentorship from leadership

Resumo da vaga

The Wood Agency Life is seeking independent life insurance sales professionals for a 100% remote, 1099 role. You'll work with families who have requested information, booking appointments and reviewing finances before discussing coverage.

You will explain carrier options, help complete applications, ensure accurate disclosures, and keep clients informed through CRM updates and compliance training. Licensing in your state is required or planned before your first sale.

Qualificações

• Banking background and familiarity with financial products.
• Comfortable with forms, disclosures, and precise recordkeeping.
• Ability to discuss family finances respectfully and clearly.

Responsabilidades

• Contact people who requested life insurance information and book appointments.
• Review household finances and obligations before discussing coverage.
• Explain how options differ across carriers and complete the application 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.

Conhecimentos

Banking background

CRM experience

Recordkeeping

Finances communication

Self-directed

Formação

State life insurance license or plan to obtain

Descrição da vaga

The Wood Agency Life is seeking independent life insurance sales professionals for a 100% remote, 1099 role. You'll work with families who have requested information, booking appointments and reviewing finances before discussing coverage.

You will explain carrier options, help complete applications, ensure accurate disclosures, and keep clients informed through CRM updates and compliance training. Licensing in your state is required or planned before your first sale.