Remote Life Insurance Sales Specialist – 1099

The Wood Agency Life; Westerville (OH); Remote; USD 33,000 - 100,000; Full time

Job summary

The Wood Agency Life is hiring for a 100% remote, independent-contractor life insurance sales role. You will manage a personal pipeline of prospects who have requested information, set your own appointment schedule, and guide clients through discovering suitable options and completing applications.

Candidates should have entrepreneurial experience or be comfortable freelancing, hold a state life insurance license or plan to obtain one, and be adept with web-based tools and a CRM.

Qualifications

• Entrepreneurial experience or track record in freelancing or自 owned business.
• Must either hold a state life insurance license or have a clear plan to obtain one before first sale.
• Familiar with using web-based tools and a CRM for client management.

Responsibilities

• Manage your own pipeline of people who've requested life insurance information.
• Set your own appointment schedule and hold calls by phone or video.
• Explain options, guide clients through applications, and coordinate underwriting.
• Own each case through underwriting and keep the client informed.
• Track activities and follow-ups in the CRM.
• Invest time in ongoing training and compliance.

Skills

Business owner experience

Self-motivated

CRM proficiency

Education

Life insurance license (or plan to obtain)

Tools

CRM

Job description

The Wood Agency Life is hiring for a 100% remote, independent-contractor life insurance sales role. You will manage a personal pipeline of prospects who have requested information, set your own appointment schedule, and guide clients through discovering suitable options and completing applications.

Candidates should have entrepreneurial experience or be comfortable freelancing, hold a state life insurance license or plan to obtain one, and be adept with web-based tools and a CRM.