Remote Life Insurance Client Advisor (1099)

The Wood Agency Life

Aberdeen (SD)

Remote

USD 60,000 - 120,000

Full time

33 hours ago
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Benefits offered by this job

Mentorship
Lead system
Weekly team calls
Licensing guidance
Remote work

Job summary

The Wood Agency Life in the United States is seeking a 100% remote, independent-contractor life insurance salesperson. You’ll help families who requested information understand their options and apply, and we guide you through licensing if needed.

You’ll work with 43 carriers, exclusive leads, mentorship from Ben and Andrea, weekly calls, and licensing guidance. This is a 1099 contract; compensation is commission-based, with opportunity to grow.

Qualifications

  • Customer service experience or similar background.
  • Ability to listen and explain options clearly to families.
  • Willingness to pursue state life insurance licensing as needed.
  • Must be 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
Active listening
Sales ability
CRM software
License prep / licensing

Tools

CRM software

Job description

The Wood Agency Life in the United States is seeking a 100% remote, independent-contractor life insurance salesperson. You’ll help families who requested information understand their options and apply, and we guide you through licensing if needed.

You’ll work with 43 carriers, exclusive leads, mentorship from Ben and Andrea, weekly calls, and licensing guidance. This is a 1099 contract; compensation is commission-based, with opportunity to grow.

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