Remote Business Development Associate, Life Insurance

Job overview

The Remote Business Development Associate, Life Insurance role is fully remote, with the listing location in Surprise, AZ. Compensation is not specified. The Wood Agency Life is an independent insurance agency offering life insurance options through 43 carriers. The associate manages prospective clients who have requested life insurance information, guides them through suitable options and applications, and follows cases through underwriting. The role contributes by helping families evaluate coverage while maintaining client communication, follow-up, and compliance.

What you'll do

• Manage a pipeline of people who requested life insurance information
• set appointment schedules and conduct phone or video calls
• ask discovery questions and explain suitable options
• assist clients with applications
• manage cases through underwriting and keep clients informed
• track activity and follow-ups in the CRM
• participate in ongoing training and compliance
• obtain a state life insurance license before the first sale.

What we're looking for

Skills & competencies

remote

life insurance sales

business development

client pipeline

phone and video appointments

crm

underwriting follow-up

43 carrier contracts

the wood agency life

independent contractor

state life insurance license

surprise az

Work arrangement

• Weekend coverage required

Benefits & perks

• Contracts with 43 carriers
• exclusive lead systems
• direct mentorship
• weekly team call, call reviews, scripts, and ride-alongs available.

Why this role

Fully remote 1099 independent-contractor sales role; state life insurance license required before soliciting or selling; weekly team call, call reviews, scripts, and ride-alongs are available.

About the employer

The Wood Agency Life is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.