Remote Life Insurance Advisor - 1099 with Exclusive Leads

The Wood Agency Life; Lawrence (KS); Remote; USD 60,000 - 120,000; Full time

Job summary

The Wood Agency Life is seeking a remote, independent-contractor life insurance sales representative. You will answer questions from families, listen to goals, explain options in plain language, and guide them through the application process.

Position is 1099 and remote; licensing is required before selling, with timelines varying by state. You’ll use a CRM to track notes, follow up, and stay current on carriers and products.

Qualifications

• Experience in customer service, support, or call-center work where listening comes first.
• Ability to explain options clearly in plain language and guide customers through decisions.
• Willing to complete state licensing before selling; timelines vary by state.

Responsibilities

• Return calls from people who have asked about life insurance.
• Listen first to learn household goals and concerns before presenting options.
• Explain options and complete the application with the customer.
• Record notes and next steps in the CRM.
• Check in with clients while carriers review applications.
• Participate in ongoing training on products, carriers, and state rules.

Skills

Customer service

Active listening

Communication

CRM usage

Licensing process

Tools

CRM software

Job description

The Wood Agency Life is seeking a remote, independent-contractor life insurance sales representative. You will answer questions from families, listen to goals, explain options in plain language, and guide them through the application process.

Position is 1099 and remote; licensing is required before selling, with timelines varying by state. You’ll use a CRM to track notes, follow up, and stay current on carriers and products.