Remote Life Insurance Client Acquisition Pro (1099)

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

Benefits offered by this job

Mentorship from Ben and Andrea

Exclusive carrier leads

Weekly team calls & training

CRM tracking & scripts

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Skills

Active listening

Communication

Customer service

Remote work

Self-motivation

Education

State life insurance license

Tools

CRM software

Phone

Job description

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.