Phone Sales Associate — Life Insurance

Job overview

Compensation is not specified. The Phone Sales Associate role is fully remote within the United States. The Wood Agency Life is an independent life insurance agency offering coverage options through multiple carriers. The associate works with prospective clients who have requested information, explains available policy options, and guides applications through policy issue. The role manages a sales pipeline and keeps clients informed while carriers review applications.

What you'll do

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

What we're looking for

Skills & competencies

phone sales associate

life insurance

fully remote

united states

the wood agency life

inside sales

client appointments

crm

multiple carriers

1099 independent contractor

life insurance license required

commission contract

Work arrangement

• Weekend coverage required

Benefits & perks

• Access to contracts with 43 carriers, exclusive lead systems, weekly team calls, call reviews, scripts, ride-alongs, and agency mentorship.

Why this role

Independent-contractor 1099 role. A state life insurance license is required before soliciting or selling; applicants may already hold a license or plan to take the exam before their first sale. Weekly team calls, call reviews, scripts, ride-alongs, and mentorship are available.

About the employer

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