Remote Life Insurance Advisor (1099) with Leads

The Wood Agency Life; Fort Myers (FL); Remote; USD 60.000 - 140.000; Vollzeit

Zusammenfassung

The Wood Agency Life is seeking a 100% remote, 1099 independent-contractor life insurance sales professional. You’ll help families who requested information understand their options and apply, and we’ll walk you through licensing if you need it.

Return calls, listen first, explain options in plain language, complete applications, and record notes in the CRM. You’ll stay current on products, carriers, and state licensing while helping clients reach decisions.

Qualifikationen

• Experience in customer service, support, or call-center work where listening came first.
• Patient explaining unfamiliar details more than once without sounding rehearsed.
• Comfortable guiding someone from questions to a decision.
• Willing to complete state licensing before selling; timelines vary by state.
• A computer, a phone, and reliable internet.
• At least 18 and legally authorized to work in the United States.

Aufgaben

• 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

Ausbildung

State life insurance license (or pending)

Jobbeschreibung

The Wood Agency Life is seeking a 100% remote, 1099 independent-contractor life insurance sales professional. You’ll help families who requested information understand their options and apply, and we’ll walk you through licensing if you need it.

Return calls, listen first, explain options in plain language, complete applications, and record notes in the CRM. You’ll stay current on products, carriers, and state licensing while helping clients reach decisions.