Remote Sales Advisor

The Wood Agency Life; Fresno (CA); Remote; USD 60,000 - 90,000; Part time

Benefits offered by this job

Lead systems access

Mentorship from agency leaders

Weekly team calls

Job summary

The Wood Agency Life is seeking a 100% remote, independent-contractor life insurance salesperson. In this role you will meet with families who requested information by phone or video, listen to their goals, break down options, and complete applications with underwriting in mind.

You will use a CRM, keep notes, and stay current with product changes. Success depends on teaching skills from education with a clear, respectful communication style.

Qualifications

• Experience teaching, coaching, or working in a school setting.
• Gift for explaining complicated ideas clearly without talking down to anyone.
• Comfortable planning your own schedule instead of following a bell.
• State life insurance license, or plan to get licensed before your first sale.
• Willing to learn a new regulated field from the ground up.
• At least 18 and legally authorized to work in the United States.

Responsibilities

• Meet by phone or video with people who've already asked about life insurance.
• Listen to the family's situation, goals, and worries.
• Break coverage options into plain language, then complete the application together.
• Follow each application through underwriting and keep families informed.
• Record notes and next steps in the CRM.
• Continue training as products and rules change.

Skills

Teaching experience

Explain complex ideas

Education

State life insurance license

Tools

CRM

Job description

Teachers and school staff are good at explaining hard things clearly. This 100% remote, 1099 independent-contractor life insurance sales role applies that skill to families who requested coverage information, on a schedule you manage.

What you'll actually do

• Meet by phone or video with people who've already asked about life insurance
• Start by listening to the family's situation, goals, and worries
• Break coverage options into plain language, then complete the application together
• Follow each application through underwriting and keep families informed
• Record notes and next steps in the CRM
• Keep learning, because products and rules change and training continues

Who this is a fit for

• Experience teaching, coaching, or working in a school setting
• A gift for explaining complicated ideas without talking down to anyone
• Comfortable planning your own schedule instead of following a bell
• A state life insurance license, or a plan to get licensed before your first sale
• Willing to learn a new regulated field from the ground up
• At least 18 and legally authorized to work in the United States

What we provide

• We walk new agents through the licensing process, even with no insurance background
• Contracts with 43 carriers, so you can match each family to coverage that fits
• Access to exclusive lead systems, so your conversations start with people who asked first
• Mentorship straight from Ben and Andrea, the people who run the agency
• Weekly team calls, call reviews, and scripts available to agents

The honest part

Compensation: paid under an independent contractor (1099) contract. If you want the built-in structure of a school calendar, this isn't the right fit.

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The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity — we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.