Remote Life Insurance Advisor – Client Decisions & Applications

The Wood Agency Life; Manhattan (KS); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Remote work

1099 contract

Mentorship program

Lead systems

Weekly team calls

Job summary

The Wood Agency Life is seeking self-motivated individuals for a 100% remote, 1099 independent-contractor life insurance sales role. You’ll help families understand options, guide licensing if needed, and support them from information to application.

As part of a nationwide agency, you’ll access exclusive leads, work with multiple carriers, and receive mentorship while building your own client book. No license yet? licensing guidance is provided as part of training.

Qualifications

• Experience in customer service, support, or call-center work.
• Ability to listen and understand households' goals before presenting options.
• Comfortable guiding customers from questions to a decision.
• Willing to complete state licensing before selling; timelines vary by state.
• A computer, a phone, and reliable internet; 18+ and 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

Communication

Sales

Tools

CRM systems

Licensing process guidance

Job description

The Wood Agency Life is seeking self-motivated individuals for a 100% remote, 1099 independent-contractor life insurance sales role. You’ll help families understand options, guide licensing if needed, and support them from information to application.

As part of a nationwide agency, you’ll access exclusive leads, work with multiple carriers, and receive mentorship while building your own client book. No license yet? licensing guidance is provided as part of training.