Remote Life Insurance Sales Specialist (1099)

The Wood Agency Life; Hillsboro (OR); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship from agency leaders

Exclusive lead systems

Weekly team calls and scripts

Job summary

The Wood Agency Life in the United States is seeking a 100% remote, independent-contractor life insurance sales professional to help families understand options and complete applications. You will work with carriers to match coverage and guide clients through licensing as needed.

You will benefit from mentorship from Ben and Andrea, access exclusive leads, and participate in weekly team calls and ongoing product training to stay current with state rules.

Qualifications

• Experience in customer service, support, or call-center work.
• Able to explain options clearly and patiently.
• Willing to complete state licensing before selling.
• Licensed or eligible to obtain a state life insurance license.
• Owns a computer, phone and reliable internet.

Responsibilities

• Return calls from people who have already asked about life insurance.
• Listen first: learn the household, goals, and concerns before presenting anything.
• Explain options in plain language, then complete the application together.
• Record notes and next steps in the CRM so no follow-up slips.
• Check in with each client while the carrier reviews their application.
• Keep learning products, carriers, and state rules through ongoing training.

Skills

Customer service

Active listening

Communication

Call-center experience

CRM familiarity

Tools

CRM software

Job description

The Wood Agency Life in the United States is seeking a 100% remote, independent-contractor life insurance sales professional to help families understand options and complete applications. You will work with carriers to match coverage and guide clients through licensing as needed.

You will benefit from mentorship from Ben and Andrea, access exclusive leads, and participate in weekly team calls and ongoing product training to stay current with state rules.