Telesales Representative

The Wood Agency Life; Plano (TX); Remote; USD 60,000 - 120,000; Part time

Benefits offered by this job

43 carrier contracts

Weekly team calls

Exclusive lead systems

Mentorship by agency leaders

Job summary

The Wood Agency Life, a 100% remote independent-contractor life insurance sales role, connects you with families who requested coverage information, from first call to completed application.

You’ll make initial contact, schedule longer conversations, and present options by phone or video, closing during the appointment while logging every interaction in the CRM and keeping multiple cases moving.

Qualifications

• Experience selling by phone, inside sales, telesales or call center.
• Comfortable with long conversations about serious topics.
• Consistent follow-up without prompting.
• State life license or plan to obtain before first sale.
• Familiar with web-based quoting tools and a CRM.
• Eligible to work in the United States (18+).

Responsibilities

• 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.

Skills

Phone sales

Inside sales

Telesales

CRM

Tools

CRM

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

Compensation

1099 independent contractor, commission-based. No salary or hourly pay; earnings depend on individual production.

If you'd rather close fast and move on, this isn't the right fit, because cases here stay open through underwriting.

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.