Remote Life Insurance Sales Pro (1099)

The Wood Agency Life; Saint Charles (MO); Remote; USD 5,000 - 30,000; Full time

Benefits offered by this job

Remote- first role

Licensing guidance

Mentorship

Job summary

The Wood Agency Life is a 100% remote, independent-contractor life insurance sales role. You will talk with homeowners, guide them through coverage options, and help complete applications while moving cases through underwriting.

Ideal candidates have a background in trades or field service, a willingness to learn quoting tools and a CRM, and a state life insurance license or plan to obtain one before selling. You must be 18+ and legally authorized to work in the United States.

Qualifications

• State life insurance license or plan to get licensed before first sale.
• Background in skilled trades, construction, or field service.
• Willing to learn software, including quoting tools and a CRM.
• Able to manage your own schedule with no foreman.
• 18+ and legally authorized to work in the United States.

Responsibilities

• Follow up with people who requested information and set appointments by phone or video.
• Ask about the household before presenting anything, like scoping a job before quoting it.
• Walk through coverage options and complete the application together.
• Follow each case through underwriting and update the client along the way.
• Log calls, notes, and next steps in the CRM.
• Learn products, carriers, and state rules through ongoing training.

Skills

Sales

Time management

Communication

Education

Life insurance license

Tools

CRM

Quoting tools

Job description

The Wood Agency Life is a 100% remote, independent-contractor life insurance sales role. You will talk with homeowners, guide them through coverage options, and help complete applications while moving cases through underwriting.

Ideal candidates have a background in trades or field service, a willingness to learn quoting tools and a CRM, and a state life insurance license or plan to obtain one before selling. You must be 18+ and legally authorized to work in the United States.