Client Services Representative

The Wood Agency Life; Dallas (TX); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Mentorship from agency founders

Exclusive carrier leads

Remote work with flexible schedule

Training & scripts

Job summary

The Wood Agency Life is seeking an experienced life insurance sales professional to work remotely as an independent contractor (1099). You’ll assist families by addressing questions, explaining coverage options, and guiding them through the application process.

Licensing guidance is provided if needed. This role offers access to exclusive leads from 43 carriers, direct mentorship from Ben and Andrea, and ongoing training with scripts and team reviews.

Qualifications

• Prior experience in customer service or sales
• Willing to obtain state life insurance license
• Strong communication and listening skills

Responsibilities

• Return calls from people who have asked about life insurance
• Listen first to learn household goals and concerns
• Explain options in plain language and complete the application
• Record notes and next steps in the CRM
• Check in with each client while the carrier reviews the application
• Keep learning about products, carriers, and state rules through training

Skills

Customer service

Active listening

Communication skills

Sales

Education

High school diploma or equivalent

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.