Virtual Sales Representative

The Wood Agency Life; Lexington (KY); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Access to exclusive lead systems

Mentorship from agency leadership

Weekly team calls and scripts

Job summary

The Wood Agency Life is seeking talented individuals for a 100% remote, 1099 independent-contractor life insurance sales role. You’ll leverage teaching skills to explain coverage options to families who requested information, on a schedule you manage.

You’ll meet by phone or video, listen to families, and guide them through applications, underwriting, and final steps while maintaining CRM notes and staying current with product changes. Requires licensing or plan to obtain.

Qualifications

• Experience teaching, coaching, or working in a school setting.
• Gift for explaining complicated ideas clearly to families.
• Able to plan your own schedule and work independently.
• State life insurance license, or plan to obtain before first sale.
• Willing to learn a regulated field from the ground up.
• Must be at least 18 and authorized to work in the United States.

Responsibilities

• Meet by phone or video with people who asked about life insurance.
• Listen to the family’s situation, goals, and worries.
• Explain coverage options in plain language and complete the application together.
• Follow applications through underwriting and keep families informed.
• Record notes and next steps in the CRM.
• Engage in ongoing learning as products and rules change.

Skills

Teaching background

Ability to explain complex ideas

Schedule independence

Willingness to learn a regulated field

Tools

CRM

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

Compensation

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

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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.