Account Representative – Remote Life Insurance Sales

Job overview

The Account Representative role is fully remote in the United States; compensation is paid under an independent-contractor (1099) contract, with no numeric amount specified. The Wood Agency Life is an independent insurance agency offering life insurance options through carrier relationships.

What you'll do

• Contact people who requested life insurance information and book appointments
• review household finances and obligations before discussing coverage
• explain carrier options and complete applications
• handle applications and disclosures accurately
• track cases through carrier review and keep clients informed
• log activity in the CRM and complete compliance training.

What we're looking for

Skills & competencies

account representative

the wood agency life

remote

united states

life insurance

insurance sales

1099 independent contractor

client appointments

financial review

applications and disclosures

crm

compliance training

43 carrier contracts

mentorship

Work arrangement

• Weekend coverage required

Benefits & perks

• Lead systems, carrier options, mentorship, weekly team calls, call reviews, and scripts.

Why this role

The agency provides lead systems, contracts with 43 carriers, mentorship from agency leaders, weekly team calls, call reviews, and scripts. 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.