Remote Life Insurance Advisor (1099) | Client Acquisition

The Wood Agency Life; Elgin (IL); Remote; USD 40,000 - 100,000; Full time

Job summary

The Wood Agency Life in the United States seeks a 1099 independent contractor to help families understand life insurance options and complete applications. You will be guided through licensing if needed, with mentors from Ben and Andrea and ongoing training.

This role is 100% remote, commission-based with earnings tied to production, and you’ll work with multiple carriers to match clients with suitable coverage.

Qualifications

• Experience in customer service, support, or call-center work
• Able to explain unfamiliar details clearly without sounding rehearsed
• Willing to complete state licensing before selling; timelines vary by state
• Owns a computer, a phone, and reliable internet
• Legally eligible to work in the United States and at least 18 years old

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 experience

Active listening

Clear communication

Persistence

Tools

CRM software

Job description

The Wood Agency Life in the United States seeks a 1099 independent contractor to help families understand life insurance options and complete applications. You will be guided through licensing if needed, with mentors from Ben and Andrea and ongoing training.

This role is 100% remote, commission-based with earnings tied to production, and you’ll work with multiple carriers to match clients with suitable coverage.