Remote Life Insurance Client Advisor

The Wood Agency Life; Garland (TX); Remote; USD 50,000 - 90,000; Part time

Benefits offered by this job

Remote work

1099 contractor

Mentorship from agency leaders

Exclusive carrier network

Job summary

The Wood Agency Life is seeking a self-motivated remote life insurance sales professional to serve families who have requested information and support them through the application process. This 1099 independent-contractor role emphasizes listening, explaining options in plain language, and guiding clients toward a decision.

You'll rely on exclusive leads, state licensing guidance, and ongoing mentorship from Ben and Andrea while working from home with flexible hours and a nationwide client base.

Qualifications

• Experience in customer service, support, or call-center work.
• Ability to explain options clearly and guide to a decision.
• Willing to obtain state licensing; timelines vary by state.

Responsibilities

• Return calls from people who have already asked about life insurance.
• Listen to households' goals and concerns before presenting options.
• Explain options and complete the application with the client.
• Record notes and next steps in the CRM.
• Assist clients through licensing process if needed.

Skills

Customer service

Active listening

Communication skills

Tools

CRM software

Job description

The Wood Agency Life is seeking a self-motivated remote life insurance sales professional to serve families who have requested information and support them through the application process. This 1099 independent-contractor role emphasizes listening, explaining options in plain language, and guiding clients toward a decision.

You'll rely on exclusive leads, state licensing guidance, and ongoing mentorship from Ben and Andrea while working from home with flexible hours and a nationwide client base.