Client Acquisition Specialist

The Wood Agency Life; Bristol (RI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Exclusive leads

Mentorship

Job summary

The Wood Agency Life is seeking a 100% remote life insurance sales professional on a 1099 independent-contractor basis. You will help families understand coverage options, guide them through licensing if needed, and coordinate the application process from initial questions to decision.

Responsibilities include handling inbound calls, listening to needs, and maintaining CRM notes as you work with multiple carriers.

Qualifications

• Experience in customer service, support, or call-center work.
• Able to explain unfamiliar details clearly to clients.
• Comfortable guiding a client from questions to a decision.
• Willing to complete state licensing before selling; timelines vary by state.
• Must have a computer, a phone, and reliable internet.
• Must be at least 18 years old and legally authorized to work in the United States.

Responsibilities

• Return calls from people who have asked about life insurance.
• Listen first to understand household goals and concerns before presenting options.
• Explain options in plain language and complete the application together.
• Record notes and next steps in the CRM for follow-up.
• Check in with clients while the carrier reviews their application.

Skills

Active listening

Customer service

Communication

Independent work

Self-motivation

Tools

CRM software

Job description

Customer service skills carry straight into this 100% remote, 1099 independent-contractor life insurance sales role. You'll help families who requested information understand their options and apply, and we walk you through licensing if you need it.

What you'll actually do

• Return calls from people who have already asked about life insurance
• Listen first: learn the household, goals, and concerns before presenting anything
• Explain options in plain language, then complete the application together
• Record notes and next steps in the CRM so no follow-up slips
• Check in with each client while the carrier reviews their application
• Keep learning products, carriers, and state rules through ongoing training

Who this is a fit for

• Experience in customer service, support, or call-center work where listening came first
• Patient explaining unfamiliar details more than once without sounding rehearsed
• Comfortable guiding someone from questions to a decision
• Willing to complete state licensing before selling; timelines vary by state
• A computer, a phone, and reliable internet
• At least 18 and legally authorized to work in the United States

What we provide

• Contracts with 43 carriers, so you can match each family to coverage that fits
• Exclusive lead systems that put you in front of people who've already asked about coverage
• Direct mentorship from Ben and Andrea, who run the agency
• Weekly team calls, call reviews, and scripts available to agents
• Guidance through state licensing if you aren't licensed yet

Compensation

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

If you'd rather only answer questions than help someone reach a decision, this isn't the right fit.

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.