Remote Life Insurance Sales Executive

The Wood Agency Life; DeKalb (IL); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Exclusive leads

Multiple carriers

Mentorship

Job summary

The Wood Agency Life is seeking driven life insurance sales professionals to work remotely as independent contractors. Contact prospects who requested information, review finances, compare carrier options, complete applications, and guide clients through underwriting.

Ideal candidates have a banking background, are comfortable with forms and disclosures, hold a state life license or plan to obtain one, and can manage their own day with strict recordkeeping.

Qualifications

• Background in banking, lending, or credit union member service.
• State life insurance license, or plan to get licensed before first sale.
• Self-directed and able to plan your own day with strong recordkeeping.
• Legally authorized to work in the United States.

Responsibilities

• Contact people who have already requested life insurance information and book appointments.
• Review each household's finances and obligations before discussing any coverage.
• Explain how options differ across carriers, then complete the application together.
• Handle applications and disclosures accurately, because details matter to underwriting.
• Track every open case through the carrier's review and keep clients informed.
• Log activity in the CRM and keep up with compliance training.

Skills

Sales experience

Banking background

CRM usage

Education

Life insurance license

Tools

CRM software

Job description

The Wood Agency Life is seeking driven life insurance sales professionals to work remotely as independent contractors. Contact prospects who requested information, review finances, compare carrier options, complete applications, and guide clients through underwriting.

Ideal candidates have a banking background, are comfortable with forms and disclosures, hold a state life license or plan to obtain one, and can manage their own day with strict recordkeeping.