Phone Sales Associate

Job overview

The Phone Sales Associate role is fully remote, with work-from-home scope described in the posting; compensation is not specified. The Wood Agency Life is an independent insurance agency that works with 43 carriers and connects agents with people who have requested coverage information. The associate manages a sales pipeline by holding phone and video appointments, comparing life insurance options, and guiding applications through policy issue. The role keeps clients informed and records follow-up steps while staying current on products and state insurance rules.

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
• log 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

phone sales associate

life insurance sales

fully remote

inside sales

sales pipeline

phone and video appointments

crm

43 carrier contracts

the wood agency life

1099 independent contractor

state life insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• Access to lead systems
• weekly team calls
• call reviews and scripts
• optional ride-alongs
• mentorship from agency leaders.

Why this role

The role is a 1099 independent-contractor position. A state life insurance license is required before soliciting or selling, or the applicant must plan to sit the exam before the first sale; inside sales, account management, or business development experience is sought.

About the employer

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