Client Acquisition Specialist

The Wood Agency Life; Fayetteville (AR); Remote; USD 50,000 - 150,000; Part time

Benefits offered by this job

Exclusive lead systems

Mentorship from Ben and Andrea

Weekly team calls & scripts

Job summary

The Wood Agency Life is recruiting a 100% remote, independent-contractor life insurance sales professional. You will help families understand options, guide them through the application, and assist with licensing as needed.

Expect inbound calls, empathetic listening, clear option explanations, and accurate CRM note-taking. You’ll work with carriers, receive mentorship from Ben and Andrea, and participate in ongoing training to stay current on products and state rules.

Qualifications

• Experience in customer service, support, or call-center work with listening first.
• Ability to explain options clearly and guide 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; 18+; authorized to work in the U.S.

Responsibilities

• Return calls from people who have inquired 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; stay updated with licensing requirements.

Skills

Customer service

Active listening

Sales

CRM experience

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 agentsGuidance through state licensing if you aren't licensed yet

The honest part

Compensation: paid under an independent contractor (1099) contract. 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.