Remote Account Executive

Job overview

The Remote Account Executive is a fully remote role serving clients in the United States. Compensation is not specified; the posting says agents are paid under an independent-contractor (1099) contract. The Wood Agency Life connects families who requested information with life insurance coverage options. The role guides prospective clients from initial contact through application and carrier review. It uses careful financial discovery, clear explanations of coverage choices, accurate records, and follow-up to help families make informed decisions.

What you'll do

• Contact people who requested life insurance information and book appointments
• review household finances and obligations before discussing coverage
• explain differences among 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

remote account executive

remote

the wood agency life

life insurance sales

1099 independent contractor

client appointments

financial review

insurance applications

carrier options

crm

compliance training

state life insurance license

Work arrangement

• Weekend coverage required

Benefits & perks

• Exclusive lead systems
• contracts with 43 carriers
• mentorship
• weekly team calls and call reviews
• scripts available.

Why this role

Banking, lending, or credit union member-service background is identified as a fit; a state life insurance license is required before the first sale, with a plan to obtain one acceptable; mentorship, weekly team calls, call reviews, and scripts are available.

About the employer

The Wood Agency Life is hiring for this role. Industry: Other Direct Insurance (except Life, Health, and Medical) Carriers. Sector: 52.