Client Acquisition Specialist

The Wood Agency Life; Tallahassee (FL); Remote; USD 60,000 - 90,000; Full time

Job summary

The Wood Agency Life is seeking a remote, 1099 independent-contractor life insurance sales professional. You will help families understand their options, walk them through licensing if needed, and guide them from questions to a decision.

This role emphasizes listening, plain-language explanations, and collaborative completion of applications. As part of a nationwide remote team, you’ll manage exclusive leads, work with multiple carriers, and receive mentorship from agency leaders.

Qualifications

• Experience in customer service, support, or call-center work where listening comes first.
• Able to explain options clearly and guide clients toward 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.

Responsibilities

• 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.

Skills

Customer service

Active listening

Communication

Self-motivation

CRM proficiency

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

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.

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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.