Client Acquisition Specialist — Remote Life Insurance Sales

Job overview

The Client Acquisition Specialist — Remote Life Insurance Sales role is fully remote, with the posting describing work from the United States. Compensation is not specified; the role is paid under an independent-contractor (1099) contract. The Wood Agency Life is an independent insurance agency offering access to contracts with 43 carriers. The specialist responds to people who have requested life insurance information, learns about their needs, explains coverage options, and helps them complete applications. The role also tracks follow-ups and supports clients while carriers review applications, contributing to informed coverage decisions and consistent client service.

What you'll do

• Return calls from people who requested life insurance information
• learn about household goals and concerns
• explain options and complete applications with clients
• record notes and next steps in the CRM
• check in during carrier application review
• continue learning products, carriers, and state rules.

What we're looking for

Skills & competencies

client acquisition specialist

remote

life insurance sales

the wood agency life

1099 independent contractor

customer service

client applications

crm follow-up

43 carrier contracts

licensing guidance

united states

Work arrangement

• Weekend coverage required

Why this role

A state life insurance license is required before soliciting or selling; the agency offers licensing guidance, with timelines varying by state. Agents are independent contractors paid under contract.

About the employer

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