Remote Life Insurance Acquisition Pro (1099)

The Wood Agency Life; Port Saint Lucie (FL); Remote; USD 60,000 - 90,000; Part time

Job summary

The Wood Agency Life in the United States is seeking a 100% remote, independent-contractor life insurance sales specialist. You will help families who requested information understand their options and apply, guiding them through licensing if needed.

You will return calls, listen first to goals and concerns, explain options clearly, complete the application, and keep thorough notes in the CRM while carriers review the submission. Licensing timelines vary by state.

Qualifications

• Experience in customer service, support, or call-center work where listening came first.
• Ability to explain options clearly and guide customers through decisions.
• Willing to complete state licensing before selling; licensing timelines vary by state.
• A computer, a phone, and reliable internet.
• At least 18 and legally authorized to work in the United States.

Responsibilities

• Return calls from people who have already asked about life insurance.
• Listen first: learn the household, goals, and concerns before presenting anything.
• Explain options in plain language, then complete the application together.
• Record notes and next steps in the CRM so no follow-up slips.
• Check in with each client while the carrier reviews their application.
• Keep learning products, carriers, and state rules through ongoing training.

Skills

Customer service

Active listening

Sales

Communication

Licensing readiness

CRM usage

Tools

CRM

Job description

The Wood Agency Life in the United States is seeking a 100% remote, independent-contractor life insurance sales specialist. You will help families who requested information understand their options and apply, guiding them through licensing if needed.

You will return calls, listen first to goals and concerns, explain options clearly, complete the application, and keep thorough notes in the CRM while carriers review the submission. Licensing timelines vary by state.