Virtual Sales Representative

The Wood Agency Life; Boulder (CO); Remote; USD 40,000 - 90,000; Part time

Benefits offered by this job

Mentorship from leadership

Exclusive lead systems

Licensing support

CRM access and scripts

Job summary

The Wood Agency Life is a 100% remote, nationwide, 1099 independent-contractor life insurance sales role designed for educators who explain complex topics clearly and guide families through coverage options from home.

You will meet by phone or video with families who asked for information, listen to their situation, and simplify options before completing applications together, then shepherd underwriting and keep notes in the CRM as you learn and grow.

Qualifications

• Experience teaching, coaching, or working in a school setting.
• Ability to explain complicated life insurance concepts in simple terms.
• Comfortable planning your own schedule as an independent contractor.

Responsibilities

• 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.

Skills

Teaching background

Explain complex ideas clearly

Schedule autonomy

Education

State life insurance license or plan to obtain before first sale

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.