Remote Life Insurance Sales Executive (1099)

The Wood Agency Life; Framingham (MA); Remote; USD 60.000 - 120.000; Teilzeit

Benefits dieser Stelle

100% remote

Zusammenfassung

The Wood Agency Life in the United States is seeking independent contractor life insurance sales professionals. This 100% remote role targets families seeking information and guidance on life insurance options.

You will engage, assess finances, discuss carrier differences, and guide clients through the application process. As a 1099 contractor, you will handle disclosures and underwriting details, maintain accurate records, and manage your own schedule with ongoing mentorship from agency

Qualifikationen

• Background in banking, lending, or credit union member service.
• Comfort with forms, disclosures, and precise recordkeeping.
• Ability to discuss family finances respectfully and without pressure.

Aufgaben

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

Kenntnisse

Banking background

Sales conversations

Follow-up planning

Ausbildung

State life insurance license or plan to obtain

Tools

CRM software

Jobbeschreibung

The Wood Agency Life in the United States is seeking independent contractor life insurance sales professionals. This 100% remote role targets families seeking information and guidance on life insurance options.

You will engage, assess finances, discuss carrier differences, and guide clients through the application process. As a 1099 contractor, you will handle disclosures and underwriting details, maintain accurate records, and manage your own schedule with ongoing mentorship from agency