Remote Life Insurance Client Acquisition Specialist

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

Job summary

The Wood Agency Life is seeking driven individuals to join our 100% remote, 1099 life insurance sales team. You will help families who requested information understand their options and apply, then guide them through licensing if needed.

Responsibilities include handling inbound questions, listening to clients, explaining options in plain language, and completing applications with customers. You’ll receive exclusive leads and ongoing mentorship from the agency.

Qualifications

• Experience in customer service, support, or call-center work where listening came first.
• Able to explain options in plain language and guide customers through decisions.
• Willing to complete state licensing before selling; timelines vary by state.
• At least 18 and legally authorized to work in the United States.

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

Customer service

Active listening

Communication

Sales

Job description

The Wood Agency Life is seeking driven individuals to join our 100% remote, 1099 life insurance sales team. You will help families who requested information understand their options and apply, then guide them through licensing if needed.

Responsibilities include handling inbound questions, listening to clients, explaining options in plain language, and completing applications with customers. You’ll receive exclusive leads and ongoing mentorship from the agency.