Remote Life Insurance Account Executive (1099)

The Wood Agency Life; Elizabeth (NJ); Remote; USD 45,000 - 110,000; Full time

Benefits offered by this job

Exclusive lead systems

Carrier options across 43 carriers

Mentorship from agency leadership

Weekly team calls and scripts

Job summary

The Wood Agency Life in the United States is seeking a remote, independent-contractor life insurance sales professional to help families understand coverage options after requesting information.

You will contact leads, review household finances, explain differences across carriers, and guide clients through applications and disclosures with meticulous attention to underwriting details.

Qualifications

• Licensed or plan to obtain a state life insurance license before first sale.
• Independent contractor capable of self-managing schedule.
• Ability to discuss family finances respectfully with clients.
• Comfortable with forms, disclosures, and recordkeeping.
• At least 18 years old and authorized to work in the United States.

Responsibilities

• Contact people who requested life insurance information and book appointments.
• Review households' finances before discussing coverage.
• Explain carrier options and complete applications with clients.
• Handle applications and disclosures with accuracy for underwriting.
• Track cases through carrier review and keep clients informed.
• Log activity in CRM and maintain compliance training.

Skills

Banking experience

Excellent communication

Self-directed

Detail oriented

Education

State life insurance license

Tools

CRM system

Job description

The Wood Agency Life in the United States is seeking a remote, independent-contractor life insurance sales professional to help families understand coverage options after requesting information.

You will contact leads, review household finances, explain differences across carriers, and guide clients through applications and disclosures with meticulous attention to underwriting details.