Remote Life Insurance Account Executive (1099) – Exclusive Leads
The Wood Agency Life
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Benefits offered by this job
Job summary
The Wood Agency Life is seeking experienced sales professionals for a 100% remote, independent-contractor life insurance role in the United States. You’ll contact people who requested information, review family finances, explain carrier options, complete applications, and guide clients through underwriting with precise records.
You’ll work with exclusive lead systems and 43 carriers, with mentorship from Ben and Andrea and regular team calls to refine your approach.
Qualifications
- Background in banking, lending, or credit union member service.
- State life insurance license or plan to obtain before first sale.
- Self-directed with ability to plan your day and follow-up.
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
Education
Tools
Job description
The Wood Agency Life is seeking experienced sales professionals for a 100% remote, independent-contractor life insurance role in the United States. You’ll contact people who requested information, review family finances, explain carrier options, complete applications, and guide clients through underwriting with precise records.
You’ll work with exclusive lead systems and 43 carriers, with mentorship from Ben and Andrea and regular team calls to refine your approach.
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