Remote Sales Professional

The Wood Agency Life; Irvine (CA); Remote; USD 60,000 - 100,000; Part time

Benefits offered by this job

Remote work from home

Independent contractor (1099)

Exclusive lead systems

Mentorship from agency leadership

Weekly team calls and training

Job summary

The Wood Agency Life is seeking an experienced life insurance sales professional to work remotely as an independent contractor (1099). You will guide families through the information and application process from your home office, using calls and video chats to build trust and close cases.

You’ll engage with leads from exclusive systems, follow all underwriting steps, and stay current with products, carriers, and state regulations.

Qualifications

• Proven ability to sell over the phone or video.
• Experience using a CRM to log conversations and next steps.
• Self‑driven, able to manage a day without external scheduling.
• State life insurance license or plan to obtain before first sale.

Responsibilities

• Call or video-chat with individuals who requested life insurance information.
• Assess each household's situation before presenting options.
• Explain coverage choices clearly and assist with the application.
• Follow applications through underwriting and provide updates to families.
• Log every conversation and next steps in the CRM as they happen.
• Participate in ongoing product, carrier, and state rules training.

Skills

Phone/video sales

CRM usage

Self‑directed work

Licensing plan

Tools

CRM system

Job description

This 100% remote, 1099 independent-contractor life insurance sales role welcomes veterans and military spouses. You'll help families who asked for information understand their options and apply, working from home on a schedule you manage.

What you'll actually do

• Call or video-chat with people who already requested life insurance information from us
• Learn each household's situation and priorities before showing a single option
• Explain coverage choices in plain language, then complete the application together
• Follow every application through underwriting and keep the family updated until a decision
• Log each conversation and next step in the CRM as it happens
• Keep up with ongoing training on products, carriers, and state rules

Who this is a fit for

• Military service or military-family life is welcome here, but it isn't required
• Comfortable holding appointments by phone and video from your own home office
• Disciplined enough to run your day without someone setting the agenda
• A state life insurance license, or a plan to get licensed before your first sale
• Straightforward with people making real decisions for their families
• At least 18 and legally authorized to work in the United States

What we provide

• Contracts with 43 carriers, so you recommend what fits instead of one company's lineup
• Access to exclusive lead systems, so your conversations start with people who asked first
• Weekly team calls, plus call reviews, scripts, and ride-alongs when you want them
• One-on-one mentorship from Ben and Andrea, who run the agency

The honest part

Compensation: paid under an independent contractor (1099) contract. If you need someone to hand you a daily schedule, 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.