Remote Life Insurance Sales Consultant (1099)

The Wood Agency Life; Folsom (CA); Remote; USD 70,000 - 140,000; Full time

Benefits offered by this job

Exclusive lead systems

Carrier options

Mentorship from Ben and Andrea

Weekly team calls

Job summary

The Wood Agency Life in the United States is seeking a self-driven life insurance sales professional who will work remotely as an independent contractor. You’ll manage your own pipeline, conduct discovery conversations, and quote through carrier tools to submit applications.

You’ll chase cases through underwriting, maintain a clean CRM, and stay current on carrier guidelines and state rules. Access to exclusive leads and mentorship from Ben and Andrea supports your success.

Qualifications

• Must be a self-starter with a proven sales track record.
• Ability to manage follow-ups and build a pipeline.
• Plan to obtain a state life license if not licensed.
• Experience with CRM and quoting tools is preferred.
• Legally authorized to work in the United States and 18+.

Responsibilities

• Manage your own pipeline of life insurance leads.
• Conduct discovery conversations and tailor options.
• Quote via carrier tools and submit applications.
• Advance cases through underwriting to issuance or close.
• Maintain CRM records and keep pipeline accurate.
• Study carrier guidelines and state regulations.

Skills

Self-motivation

CRM proficiency

Lead follow-up

License plan

Tools

CRM software

Web-based quoting platforms

Job description

The Wood Agency Life in the United States is seeking a self-driven life insurance sales professional who will work remotely as an independent contractor. You’ll manage your own pipeline, conduct discovery conversations, and quote through carrier tools to submit applications.

You’ll chase cases through underwriting, maintain a clean CRM, and stay current on carrier guidelines and state rules. Access to exclusive leads and mentorship from Ben and Andrea supports your success.