Remote Life Insurance Specialist (1099) with Leads

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

Benefits offered by this job

Contract with 43 carriers

Exclusive lead systems

Mentorship from agency owners

Job summary

The Wood Agency Life in the United States is seeking a 100% remote, 1099 life insurance sales contractor. You will help families who asked for information understand options and complete applications, with licensing guidance when needed.

You will return calls, listen first to learn the household, goals, and concerns before presenting anything, explain options clearly, and record CRM notes. Licensing timelines vary by state and you must be 18+ and authorized to work.

Qualifications

• Experience in customer service or call-center work where listening came first.
• Willing to obtain state life insurance license; timelines vary by state.

Responsibilities

• Return calls from people who have already asked about life insurance.
• Listen first to 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

Tools

CRM software

Job description

The Wood Agency Life in the United States is seeking a 100% remote, 1099 life insurance sales contractor. You will help families who asked for information understand options and complete applications, with licensing guidance when needed.

You will return calls, listen first to learn the household, goals, and concerns before presenting anything, explain options clearly, and record CRM notes. Licensing timelines vary by state and you must be 18+ and authorized to work.