Remote Life Insurance Sales Pro (1099)

The Wood Agency Life; Roanoke (VA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Exclusive lead systems

Mentorship from Ben and Andrea

Weekly team calls

Job summary

The Wood Agency Life is seeking an experienced life insurance sales professional for a 100% remote, independent-contractor role. You will manage your own pipeline, conduct discovery conversations, quote through carrier tools, and submit applications during client appointments.

You\'ll chase cases through underwriting, maintain clean CRM records, and stay current on carrier guidelines and state rules. Must be 18+ and legally authorized to work in the United States.

Qualifications

• Track record of selling where results depend on your own work.
• Comfortable managing yourself without daily direction.
• Strong follow-up habits; cases don\'t move without attention.
• State life insurance license, or plan to get licensed before first sale.
• Comfortable using web-based quoting platforms and a CRM.
• At least 18 and legally authorized to work in the United States.

Responsibilities

• Manage your own pipeline of people who requested life insurance information.
• Conduct discovery conversations before presenting options and tailor to learner needs.
• Quote through carrier tools and submit applications during client appointments.
• Chase each case through underwriting until issued or closed.
• Keep CRM records clean for an accurate pipeline.
• Study carrier guidelines and state rules as they change.

Skills

Self-motivation

CRM proficiency

Follow-up discipline

Independent work ethic

Education

State life insurance license or plan to get licensed

Tools

CRM systems

Web-based quoting platforms

Job description

The Wood Agency Life is seeking an experienced life insurance sales professional for a 100% remote, independent-contractor role. You will manage your own pipeline, conduct discovery conversations, quote through carrier tools, and submit applications during client appointments.

You\'ll chase cases through underwriting, maintain clean CRM records, and stay current on carrier guidelines and state rules. Must be 18+ and legally authorized to work in the United States.