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Account Representative

The Wood Agency Life

Fort Wayne, IN

Job Description

Job Description

If you've worked at a bank or credit union, you already know how to discuss money decisions carefully. This 100% remote, 1099 independent-contractor life insurance sales role puts that to work for families who asked for information.

What you'll actually do
  • Contact people who have already requested life insurance information and book appointments
  • Review each household's finances and obligations before discussing any coverage
  • Explain how options differ across carriers, then complete the application together
  • Handle applications and disclosures accurately, because details matter to underwriting
  • Track every open case through the carrier's review and keep clients informed
  • Log activity in the CRM and keep up with compliance training
Who this is a fit for
  • A background in banking, lending, or credit union member service
  • Comfortable with forms, disclosures, and precise recordkeeping
  • Able to talk about family finances respectfully and without pressure
  • A state life insurance license, or a plan to get licensed before your first sale
  • Self-directed, planning your own day and your own follow-up
  • At least 18 and legally authorized to work in the United States
What we provide
  • Exclusive lead systems built for people who've already raised their hand about coverage
  • Contracts with 43 carriers, which gives you real options for every family you serve
  • Mentorship straight from Ben and Andrea, the people who run the agency
  • Weekly team calls, call reviews, and scripts available to agents
Compensation

1099 independent contractor, commission-based. No salary or hourly pay; earnings depend on individual production.

If you want the processing side of finance without the conversation that leads to a decision, this isn't the right fit. Apply through this listing; questions: View phone number on ziprecruiter.com.

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The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity — we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

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Vacancy posted 2 days ago
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