Client Acquisition Specialist, Life Insurance

Job overview

The Client Acquisition Specialist, Life Insurance role is remote, with the listing associated with Tyler, TX. Compensation is not specified; the posting says agents are paid under an independent contractor (1099) contract. The Wood Agency Life is an independent insurance agency offering life insurance options through 43 carriers. The specialist responds to people who requested life insurance information, learns about their needs, explains coverage options, and helps complete applications. The role also tracks follow-ups and supports clients while carriers review applications, helping families navigate coverage decisions.

What you'll do

• Return calls from people who requested life insurance information
• learn about household goals and concerns before presenting options
• explain options in plain language and complete applications with clients
• record notes and next steps in the CRM
• check in while carriers review applications
• and continue learning products, carriers, and state rules through training.

What we're looking for

Skills & competencies

client acquisition specialist

life insurance

remote

customer service

client applications

crm

lead follow-up

the wood agency life

1099 independent contractor

state life insurance license

43 carriers

Work arrangement

• Weekend coverage required

Benefits & perks

• Contracts with 43 carriers
• exclusive lead systems
• direct mentorship
• weekly team calls
• call reviews
• scripts
• and guidance through state licensing.

Why this role

The role is described as 100% remote and 1099 independent-contractor work. A state life insurance license is required before soliciting or selling; the agency offers guidance through licensing.

About the employer

The Wood Agency Life is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.