Remote Life Insurance Sales Advisor (1099)

The Wood Agency Life; Pasadena (CA); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Mentorship from agency founders

Exclusive carrier leads

Weekly team calls and scripts

Licensing guidance

Job summary

The Wood Agency Life is seeking an independent contractor for a 100% remote life insurance sales role. You will help families understand options, guide licensing if needed, and complete applications with clients.

Responsibilities include returning inquiries, learning client goals, presenting options clearly, and maintaining CRM notes. Ongoing training and mentorship are provided, with licensing guidance as timelines vary by state.

Qualifications

• 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.

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

CRM usage

Tools

CRM software

Job description

The Wood Agency Life is seeking an independent contractor for a 100% remote life insurance sales role. You will help families understand options, guide licensing if needed, and complete applications with clients.

Responsibilities include returning inquiries, learning client goals, presenting options clearly, and maintaining CRM notes. Ongoing training and mentorship are provided, with licensing guidance as timelines vary by state.