Remote Sales Advisor – Life Insurance

Job overview

The Remote Sales Advisor – Life Insurance role is fully remote in the United States, with compensation not specified. The Wood Agency Life is an independent insurance agency offering life insurance coverage options through contracts with 43 carriers. The advisor speaks with families who have requested coverage information, explains options in plain language, and helps complete applications. The role follows applications through underwriting, records notes in the CRM, and continues product and regulatory learning; a state life insurance license is required before soliciting or selling.

What you'll do

• Meet by phone or video with people who requested life insurance information
• listen to family needs and goals
• explain coverage options and complete applications
• follow applications through underwriting and keep families informed
• record notes and next steps in the CRM
• participate in ongoing learning. The agency provides licensing-process guidance, lead systems, mentorship, weekly team calls, call reviews, and scripts.

What we're looking for

Skills & competencies

remote sales advisor

life insurance

fully remote

united states

the wood agency life

1099 independent contractor

phone and video sales

requested leads

life insurance license

crm

application follow-up

mentorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Licensing-process guidance, access to contracts with 43 carriers and exclusive lead systems, mentorship, weekly team calls, call reviews, and scripts.

Why this role

Fully remote, 1099 independent-contractor role with a self-managed schedule; applicants need a state life insurance license or a plan to obtain one before their first sale.

About the employer

The Wood Agency Life is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.