Remote Life Insurance Sales Pro (1099 Contractor)

The Wood Agency Life; Wenatchee (WA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Exclusive leads

Multiple carrier options

Mentorship from agency leadership

Team calls & scripts

Job summary

The Wood Agency Life in the United States is seeking driven life insurance sales professionals for a fully remote, 1099 contractor role. You will engage families who have requested information, review finances, and guide them through carrier options and applications.

Ideal candidates bring banking or credit union experience, are self-directed, and hold or plan to obtain a state life insurance license. You’ll work with exclusive leads, multiple carriers, and ongoing mentorship while maintaining

Qualifications

• Background in banking, lending, or credit union member service.
• Capable of handling forms, disclosures, and precise recordkeeping.
• State life insurance license or plan to obtain before first sale.

Responsibilities

• Contact people who requested information and book appointments.
• Review finances and obligations before discussing coverage.
• Explain carrier options and complete applications together.
• Handle applications and disclosures accurately for underwriting.
• Track open cases through carrier review and keep clients informed.
• Log activity in the CRM and maintain compliance training.

Skills

Banking background

CRM experience

Self-directed work

Education

Life insurance license or plan to obtain

Tools

CRM software

Job description

The Wood Agency Life in the United States is seeking driven life insurance sales professionals for a fully remote, 1099 contractor role. You will engage families who have requested information, review finances, and guide them through carrier options and applications.

Ideal candidates bring banking or credit union experience, are self-directed, and hold or plan to obtain a state life insurance license. You’ll work with exclusive leads, multiple carriers, and ongoing mentorship while maintaining