Phone Sales Associate — Life Insurance (Remote)

Job overview

The Phone Sales Associate — Life Insurance role is remote, with the listing based in Parker, CO. Compensation is not specified. The Wood Agency Life is an independent insurance agency offering access to contracts with 43 carriers and leads from people who have requested coverage information. The role helps families explore life insurance by managing phone and video appointments, presenting carrier options, and guiding applications through policy issue. Accurate CRM updates and client communication support a consistent sales and application process.

What you'll do

• Schedule and conduct phone and video appointments
• discover client needs and present options across multiple carriers
• complete applications during calls and follow cases through policy issue
• record conversations and next steps in the CRM
• keep clients informed during carrier review
• maintain knowledge of products and state insurance rules.

What we're looking for

Skills & competencies

remote

life insurance

phone sales

video appointments

inside sales

crm

client follow-up

multiple carriers

independent contractor

lead systems

the wood agency life

Work arrangement

• Weekend coverage required

Benefits & perks

• Access to lead systems, weekly team calls, call reviews, scripts, ride-alongs, and mentorship.

Why this role

Fully remote independent-contractor opportunity; access to 43 carrier contracts, lead systems, weekly team calls, call reviews, scripts, ride-alongs, and agency-owner mentorship. A state life insurance license is required before soliciting or selling; candidates may plan to sit the exam before their first sale.

About the employer

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