Remote Life Insurance Account Executive (1099)

The Wood Agency Life; West Haven (CT); À distance; USD 50 000 - 90 000; Plein temps

Avantages offerts par ce poste

Exclusive leads

Multiple carriers

Mentorship from leadership

Résumé du poste

The Wood Agency Life is seeking a 100% remote, independent-contractor life insurance sales professional to help families explore coverage options. You will contact people who requested information, review finances, explain carrier differences, and complete applications with clients.

This role emphasizes careful discussion of money decisions and precise recordkeeping, with licensing support and mentorship from agency leadership.

Qualifications

• Background in banking, lending, or credit union member service.
• Comfortable with forms, disclosures, and precise recordkeeping.
• Able to discuss family finances respectfully and without pressure.
• Must have a state life insurance license or plan to obtain before first sale.
• Self-directed, planning your own day and your own follow-up.
• Legally authorized to work in the United States.

Responsabilités

• 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.

Connaissances

Banking background

Recordkeeping

Family finances

Self-directed

Authorized to work

Formation

Life insurance license

Licensing plan

Description du poste

The Wood Agency Life is seeking a 100% remote, independent-contractor life insurance sales professional to help families explore coverage options. You will contact people who requested information, review finances, explain carrier differences, and complete applications with clients.

This role emphasizes careful discussion of money decisions and precise recordkeeping, with licensing support and mentorship from agency leadership.