Remote Life Insurance Client Acquisition Specialist

The Wood Agency Life; Parma (OH); Remote; USD 50,000 - 100,000; Part time

Benefits offered by this job

Direct mentorship from Ben and Andrea

Exclusive lead systems

Weekly team calls and scripts

Job summary

The Wood Agency Life is seeking an experienced customer-service oriented person to join as a remote, 1099 independent-contractor life insurance sales agent. You will guide families through questions to a decision, explain options in plain language, and complete applications with clients while using CRM for notes and follow-ups.

Licensing may be required prior to selling; state timelines vary. You'll have access to exclusive leads, carrier matches, and direct mentorship from Ben and Andrea, with

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

Skills

Customer service

Active listening

Communication

CRM software

Tools

CRM system

Job description

The Wood Agency Life is seeking an experienced customer-service oriented person to join as a remote, 1099 independent-contractor life insurance sales agent. You will guide families through questions to a decision, explain options in plain language, and complete applications with clients while using CRM for notes and follow-ups.

Licensing may be required prior to selling; state timelines vary. You'll have access to exclusive leads, carrier matches, and direct mentorship from Ben and Andrea, with