Remote Life Insurance Advisor & Lead Conversion Specialist

The Wood Agency Life; Blacksburg (VA); Remote; USD 55,000 - 120,000; Part time

Job summary

The Wood Agency Life is seeking a remote 1099 independent-contractor to help families understand life insurance options, guide them from questions to decisions, and assist with the application process. You will be licensed as required and mentored through the process by the agency leadership.

This role emphasizes customer service, active listening, and clear communication, with training on carriers, products, and state licensing timelines. Flexible, remote work environment with ongoing support.

Qualifications

• Experience in customer service, support, or call-center work where listening came first.
• Patient when explaining unfamiliar details more than once.
• Comfortable guiding from questions to a decision.
• Willing to complete state licensing before selling; timelines vary by state.
• Have 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 experience

Active listening

Clear communication

Decision guidance

Authorized to work in US

Tools

CRM system

Job description

The Wood Agency Life is seeking a remote 1099 independent-contractor to help families understand life insurance options, guide them from questions to decisions, and assist with the application process. You will be licensed as required and mentored through the process by the agency leadership.

This role emphasizes customer service, active listening, and clear communication, with training on carriers, products, and state licensing timelines. Flexible, remote work environment with ongoing support.