Remote Life Insurance Sales Pro (1099) | Licensing Help

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

Benefits offered by this job

Licensing assistance

Carrier network

Exclusive leads

Mentorship

Team calls

Job summary

The Wood Agency Life is hiring for a 100% remote, 1099 life insurance sales role. No insurance experience needed; careers changers welcome. You help families explore options, guide them through licensing, and stay with each case through underwriting.

Responsibilities include talking to prospects, assessing household needs, presenting options, completing applications, and maintaining CRM notes. Eligibility starts with state licensing and requires self-management from home.

Qualifications

• Willing to complete state licensing before selling; timelines vary by state.
• A career changer from any field who's willing to learn a regulated product.
• Good with people, and honest when the answer to a question is "it depends".

Responsibilities

• Speak with people who have already requested information about life insurance
• Ask about the household, goals, and concerns before presenting anything
• Walk through suitable options and complete the application with the client
• Stay with each case through underwriting and keep the client informed
• Record notes and next steps in the CRM after every conversation
• Learn products, carriers, and state rules through ongoing training

Skills

People skills

Self-motivation

Communication

Education

State life insurance license

Job description

The Wood Agency Life is hiring for a 100% remote, 1099 life insurance sales role. No insurance experience needed; careers changers welcome. You help families explore options, guide them through licensing, and stay with each case through underwriting.

Responsibilities include talking to prospects, assessing household needs, presenting options, completing applications, and maintaining CRM notes. Eligibility starts with state licensing and requires self-management from home.