Remote Life Insurance Client Acquisition Specialist

The Wood Agency Life; Oxnard (CA); Remote; USD 35,000 - 75,000; Full time

Job summary

The Wood Agency Life is seeking a remote, 100% telecommute, 1099 independent-contractor life insurance sales professional. You’ll guide families from information to application and help with licensing when needed, supported by mentorship from Ben and Andrea and ongoing training.

As a licensed or soon-to-be-licensed agent, you’ll match coverage to families using exclusive leads and a nationwide carrier slate, with commission-based earnings dependent on production.

Qualifications

• 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.

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

Job description

The Wood Agency Life is seeking a remote, 100% telecommute, 1099 independent-contractor life insurance sales professional. You’ll guide families from information to application and help with licensing when needed, supported by mentorship from Ben and Andrea and ongoing training.

As a licensed or soon-to-be-licensed agent, you’ll match coverage to families using exclusive leads and a nationwide carrier slate, with commission-based earnings dependent on production.