Remote Life Insurance Sales Consultant (1099)

The Wood Agency Life

Charlottesville (VA)

Remote

USD 50,000 - 120,000

Part time

36 hours ago
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Benefits offered by this job

Licensing guidance
Access to 43 carriers
Exclusive lead systems
Weekly team call with scripts
Mentorship from agency owners

Job summary

The Wood Agency Life is seeking a self-directed life insurance salesperson to work remotely in the United States as an independent contractor. You’ll follow up with information requests, assess homeowners’ needs, and guide clients through coverage options and the application process.

You will stay involved through underwriting, update clients, and document activity in the CRM while learning products, carriers, and state regulations through ongoing training.

Qualifications

  • State life insurance license or plan to obtain before first sale.
  • 18+ and legally authorized to work in the United States.
  • Willing to learn quoting tools and a CRM.

Responsibilities

  • Follow up with people who requested information and set appointments by phone or video.
  • Ask about the household before presenting anything, like scoping a job before quoting it.
  • Walk through coverage options and complete the application together.
  • Follow each case through underwriting and update the client along the way.
  • Log calls, notes, and next steps in the CRM.
  • Learn products, carriers, and state rules through ongoing training.

Skills

Self-directed
Schedule management
Strong communication
Willing to learn software

Education

State life insurance license or plan to obtain

Tools

CRM
Quoting tools

Job description

The Wood Agency Life is seeking a self-directed life insurance salesperson to work remotely in the United States as an independent contractor. You’ll follow up with information requests, assess homeowners’ needs, and guide clients through coverage options and the application process.

You will stay involved through underwriting, update clients, and document activity in the CRM while learning products, carriers, and state regulations through ongoing training.

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