Client Acquisition Specialist

The Wood Agency Life; Vicksburg (MS); Remote; USD 40.000 - 100.000; Vollzeit

Zusammenfassung

The Wood Agency Life is seeking motivated agents for a 100% remote, 1099 independent-contractor role in life insurance sales. You’ll guide families from information to application, with licensing guidance as needed and ongoing training.

Responsibilities include handling pre-qualified inquiries, presenting options clearly, and documenting progress in the CRM. Lighting up lead systems and direct mentorship from leadership help you grow your practice.

Qualifikationen

• Willing to obtain state life insurance license before selling.
• Excellent listening and communication skills.
• Reliable internet connection and equipment.

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 with the client.
• Record notes and next steps in the CRM for workflow continuity.
• Check in with clients while the carrier reviews their application.
• Keep learning products, carriers, and state rules through ongoing training.

Kenntnisse

Customer service experience

Active listening

Strong communication

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.