Remote Life Insurance Client Acquisition Pro

The Wood Agency Life; Erie (Erie County); Remoto; USD 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote work

Descrizione del lavoro

The Wood Agency Life is seeking a remote, 1099 independent-contractor life insurance sales professional to help families understand their coverage options and complete applications.

You’ll work with exclusive leads, 43 carriers, and direct mentorship from Ben and Andrea, with licensing guidance as needed and ongoing training.

This role prioritizes listening, clear explanations, and guiding clients from questions to decisions, with the flexibility to work from home.

Competenze

• Customer service experience with listening-first approach.
• Ability to explain options clearly and guide to a decision.
• Willingness to complete state licensing; timelines vary by state.
• Must be 18+ and authorized to work in the United States.

Mansioni

• Return calls from people who asked about life insurance.
• Listen to household goals and concerns before presenting options.
• Explain options and complete the application with the client.
• Record notes and next steps in the CRM.
• Follow up while the carrier reviews the application.
• Stay updated on products, carriers, and state rules via training.

Conoscenze

Customer service

Active listening

Communication

Sales

Problem solving

Strumenti

CRM software

Descrizione del lavoro

The Wood Agency Life is seeking a remote, 1099 independent-contractor life insurance sales professional to help families understand their coverage options and complete applications.

You’ll work with exclusive leads, 43 carriers, and direct mentorship from Ben and Andrea, with licensing guidance as needed and ongoing training.

This role prioritizes listening, clear explanations, and guiding clients from questions to decisions, with the flexibility to work from home.