Telesales Representative

The Wood Agency Life; Sugar Land (TX); Remote; USD 60,000 - 120,000; Full time

Job summary

The Wood Agency Life is seeking an ambitious remote life insurance sales professional to contact families who requested coverage and guide them from initial inquiry to completed application. This 100% remote, independent-contractor role relies on thoughtful questioning and strong follow-up to close cases.

You will present multiple carrier options, leverage CRM and web-based quoting tools, and manage several open files through underwriting.

Qualifications

• Experience selling by phone or in inside sales environments.
• Comfortable with long conversations about serious topics.
• Has or plans to obtain a state life insurance license before selling.
• Proficient with CRM systems and web-based life insurance quoting tools.

Responsibilities

• Make first contact with people who requested coverage and schedule longer conversations.
• Open with questions rather than pitches so families talk more.
• Present options by phone or video and complete applications in the same appointment.
• Manage multiple open cases and move them through underwriting.
• Log calls and follow-up tasks in the CRM in real time.
• Participate in team call reviews to improve approach.

Skills

Phone sales

Inside sales

CRM usage

Life license ready

Lead follow-up

Quoting tools

Tools

CRM

Life insurance 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.