Telesales Representative

The Wood Agency Life; Lake Havasu City (AZ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Exclusive lead systems

Weekly team calls with scripts

Mentorship from Ben and Andrea

Direct carrier access (43 carriers)

Job summary

The Wood Agency Life is a 100% remote, independent-contractor life insurance sales role. You’ll connect with families who requested coverage information, guiding them from first call to completed application.

Responsibilities include making initial contact, asking questions, presenting options by phone or video, and moving cases through underwriting with CRM and exclusive leads, plus mentorship from Ben and Andrea.

Qualifications

• Experience selling by phone in inside sales, telesales or a call center.
• Licensed or pursuing license to sell life insurance in the United States.
• Comfortable with long conversations about serious topics.
• Proficient with CRM and web-based quoting tools.

Responsibilities

• Make first contact with people who asked about coverage and schedule a longer conversation.
• Open with questions instead of a pitch, letting families talk first.
• Present options by phone or video and complete the application in the same appointment.
• Keep several open cases moving without losing track of any.
• Log every call and follow-up task in the CRM as it happens.
• Use team call reviews to sharpen your approach over time.

Skills

Phone sales

CRM usage

Follow-up discipline

Education

State life insurance license

Tools

CRM

Web-based quoting tools

Job description

Built for people who already run a good phone conversation. This 100% remote, 1099 independent-contractor life insurance sales role connects you with families who requested coverage information, from first call to completed application.

What you'll actually do

• Make first contact with people who asked about coverage and schedule a longer conversation
• Open with questions instead of a pitch, so the family does most of the talking
• Present options by phone or video and complete the application in the same appointment
• Keep several open cases moving without losing track of any of them
• Log every call and follow-up task in the CRM as it happens
• Use team call reviews to sharpen your approach over time

Who this is a fit for

• Experience selling by phone, in inside sales, telesales, or a call center
• Comfortable with long conversations about serious topics, not quick transactions
• Consistent follow-up without anyone prompting you
• A state life insurance license, or a plan to get licensed before your first sale
• At ease with web-based quoting tools and a CRM
• At least 18 and legally authorized to work in the United States

What we provide

• Contracts with 43 carriers, so you can compare options for each family
• A weekly team call, with call reviews, scripts, and ride-alongs available
• Exclusive lead systems that put you in front of people who've already asked about coverage
• Direct mentorship from Ben and Andrea, who run the agency

The honest part

Compensation: paid under an independent contractor (1099) contract. If you'd rather close fast and move on, this isn't the right fit, because cases here stay open through underwriting.

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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.