Remote Life Insurance Acquisition Specialist

The Wood Agency Life; Orem (UT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Carrier network

Lead systems

Mentorship

Team calls

Licensing guidance

Job summary

The Wood Agency Life is offering a 100% remote, independent-contractor life insurance sales role in the United States. You will help families understand coverage options and guide them through the application process, with licensing guidance if needed.

Responsibilities include returning calls, listening to household goals, explaining options clearly, and recording notes in the CRM. You will stay updated on products, carriers, and state regulations as licensing timelines vary by state.

Qualifications

• Experience in customer service, support, or call-center work where listening comes first.
• Able to explain options clearly and guide clients from questions to a decision.
• Willing to complete state licensing before selling; licensing timelines vary by state.

Responsibilities

• 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 to ensure follow-up.
• Check in with each client while the carrier reviews their application.
• Keep learning about products, carriers, and state rules through ongoing training.

Skills

Customer service

Active listening

Sales knowledge

Tools

CRM software

Job description

The Wood Agency Life is offering a 100% remote, independent-contractor life insurance sales role in the United States. You will help families understand coverage options and guide them through the application process, with licensing guidance if needed.

Responsibilities include returning calls, listening to household goals, explaining options clearly, and recording notes in the CRM. You will stay updated on products, carriers, and state regulations as licensing timelines vary by state.