Remote Life Insurance Sales Consultant (1099) - Training

The Wood Agency Life; Birmingham (AL); À distance; USD 60 000 - 120 000; Plein temps

Résumé du poste

The Wood Agency Life is seeking a remote, 1099 independent-contractor life insurance sales professional. You’ll help families understand options, guide licensing, and walk through the application process. You’ll manage cases from inquiry to underwriting while maintaining client communication.

You’ll speak with leads, assess needs, present suitable products, and stay with clients through licensing timelines. Training, mentorship, and access to exclusive carriers are provided.

Qualifications

• Willingness to learn a regulated product.
• Strong interpersonal skills.
• Self-motivated with time management.
• Must be 18+ and legally authorized to work in the United States.
• Have a computer, phone, and reliable internet.

Responsabilités

• Speak with people who have already requested information about life insurance.
• Ask about household goals and concerns before presenting options.
• Walk through suitable options and complete the application with the client.
• Stay with each case through underwriting and keep the client informed.
• Record notes and next steps in the CRM after every conversation.
• Learn products, carriers, and state rules through ongoing training.

Connaissances

Client communication

Needs assessment

Policy presentation

Underwriting support

CRM usage

Product knowledge

Outils

CRM

Description du poste

The Wood Agency Life is seeking a remote, 1099 independent-contractor life insurance sales professional. You’ll help families understand options, guide licensing, and walk through the application process. You’ll manage cases from inquiry to underwriting while maintaining client communication.

You’ll speak with leads, assess needs, present suitable products, and stay with clients through licensing timelines. Training, mentorship, and access to exclusive carriers are provided.