Client Acquisition Specialist

Summary

Customer service skills carry straight into this 100% remote, 1099 independent-contractor life insurance sales role. You'll help families who requested information understand their options and apply, and we walk you through licensing if you need it.What you'll actually doReturn calls from people who have already asked about life insuranceListen first: learn the household, goals, and concerns before presenting anythingExplain options in plain language, then complete the application togetherRecord notes and next steps in the CRM so no follow-up slipsCheck in with each client while the carrier reviews their applicationKeep learning products, carriers, and state rules through ongoing trainingWho this is a fit forExperience in customer service, support, or call-center work where listening came firstPatient explaining unfamiliar details more than once without sounding rehearsedComfortable guiding someone from questions to a decisionWilling to complete state licensing before selling; timelines vary by stateA computer, a phone, and reliable internetAt least 18 and legally authorized to work in the United StatesWhat we provideContracts with 43 carriers, so you can match each family to coverage that fitsExclusive lead systems that put you in front of people who've already asked about coverageDirect mentorship from Ben and Andrea, who run the agencyWeekly team calls, call reviews, and scripts available to agentsGuidance through state licensing if you aren't licensed yetThe honest partCompensation: paid under an independent contractor (1099) contract. If you'd rather only answer questions than help someone reach a decision, this isn't the right fit.------------------------------------------------------------------The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity — we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.#J-18808-Ljbffr

Job Description

Customer service skills carry straight into this 100% remote, 1099 independent-contractor life insurance sales role. You'll help families who requested information understand their options and apply, and we walk you through licensing if you need it.What you'll actually doReturn calls from people who have already asked about life insuranceListen first: learn the household, goals, and concerns before presenting anythingExplain options in plain language, then complete the application togetherRecord notes and next steps in the CRM so no follow-up slipsCheck in with each client while the carrier reviews their applicationKeep learning products, carriers, and state rules through ongoing trainingWho this is a fit forExperience in customer service, support, or call-center work where listening came firstPatient explaining unfamiliar details more than once without sounding rehearsedComfortable guiding someone from questions to a decisionWilling to complete state licensing before selling; timelines vary by stateA computer, a phone, and reliable internetAt least 18 and legally authorized to work in the United StatesWhat we provideContracts with 43 carriers, so you can match each family to coverage that fitsExclusive lead systems that put you in front of people who've already asked about coverageDirect mentorship from Ben and Andrea, who run the agencyWeekly team calls, call reviews, and scripts available to agentsGuidance through state licensing if you aren't licensed yetThe honest partCompensation: paid under an independent contractor (1099) contract. If you'd rather only answer questions than help someone reach a decision, this isn't the right fit.------------------------------------------------------------------The Wood Agency Life. Ben Wood, NPN 20251128. Independent insurance agency. Agents are independent contractors (1099) paid under contract. A state life insurance license is required before soliciting or selling business, and licensing timelines vary by state. Equal opportunity — we consider every applicant regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.#J-18808-Ljbffr