Client Acquisition Specialist

The Wood Agency Life; Lebanon (Lebanon County); Remote; USD 50.000 - 120.000; Teilzeit

Benefits dieser Stelle

Exclusive lead systems

Mentorship from agency founders

State licensing guidance

Carrier relationships with 43 carriers

Access to scripts and weekly team call

Zusammenfassung

The Wood Agency Life in the United States is seeking a 100% remote life insurance sales contractor. You will handle inbound inquiries, guide families through options, and assist with the application process, while building relationships via CRM.

No salary or hourly pay; earnings are commission-based and depend on your production. You will work with 43 carriers, receive exclusive leads, and have access to mentorship, weekly calls, and licensing guidance to operate across states.

Qualifikationen

• Experience in customer service, support, or call-center work where listening came first.
• Ability to explain unfamiliar details clearly and guide customers from questions to a decision.
• Willing to complete state licensing before selling; timelines vary by state.
• Must be 18+ and legally authorized to work in the United States.

Aufgaben

• Return calls from people who have already 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 to ensure follow-up.
• Check in with each client while the carrier reviews their application.
• Participate in ongoing training on products, carriers, and state rules.

Kenntnisse

Customer service

Active listening

Explain options clearly

CRM note-taking

Licensing guidance

Tools

CRM software

Jobbeschreibung

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.