Client Acquisition Specialist

The Wood Agency Life; Thornton (CO); Remote; USD 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Mentorship from Ben and Andrea

Exclusive carrier leads

Weekly team calls & training

CRM tracking & scripts

Zusammenfassung

The Wood Agency Life is seeking a 1099 independent contractor for a 100% remote life insurance sales role. You will help families understand their options, guide them through the application, and navigate licensing if needed.

Compensation is commission-based with no salary, and you’ll match clients to carriers using exclusive leads. You’ll work with Ben and Andrea for mentorship, participate in weekly team calls and training, and rely on a CRM to track notes and next steps.

Qualifikationen

• Experience in customer service, support, or call-center work where listening came first
• Able to guide a client from questions to a decision
• Willing to complete state licensing; timelines vary by state

Aufgaben

• 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

Kenntnisse

Active listening

Communication

Customer service

Remote work

Self-motivation

Ausbildung

State life insurance license

Tools

CRM software

Phone

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.