Remote Business Development Associate — Life Insurance

Job overview

The Remote Business Development Associate — Life Insurance role is fully remote and may be performed from anywhere in the United States. Compensation is not specified. The Wood Agency Life is an independent insurance agency offering life insurance options through contracts with 43 carriers. The associate manages prospective clients who have requested coverage information, guides them through suitable options and applications, and follows each case through underwriting. The role also includes ongoing training, compliance, and maintaining client follow-up records in a CRM.

What you'll do

• Manage a pipeline of people who requested life insurance information
• set appointments 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.

What we're looking for

Skills & competencies

remote

business development

life insurance

insurance sales

client pipeline

phone and video appointments

crm

underwriting

independent agency

the wood agency life

united states

state life insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• Exclusive lead systems, direct mentorship, weekly team calls, call reviews, scripts, and ride-alongs available.

Why this role

Independent contractor (1099) sales opportunity with direct mentorship, exclusive lead systems, and access to contracts with 43 carriers. A state life insurance license is required before soliciting or selling.

About the employer

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