Client Acquisition Specialist — Life Insurance Sales

Job overview

The Client Acquisition Specialist is a fully remote, 1099 independent-contractor life insurance sales role. The posting describes the position as 100% remote and does not specify compensation. The Wood Agency Life is an independent insurance agency whose agents help families understand life insurance options and apply for coverage. The specialist responds to people who have requested information, learns about their household needs and concerns, explains coverage options, and helps complete applications. The role also tracks follow-up in a CRM and supports clients while carriers review applications; state licensing is required before soliciting or selling insurance.

What you'll do

• Return calls from people who have requested life insurance information
• learn about clients’ households, goals, and concerns
• explain options and complete applications with clients
• record notes and next steps in the CRM
• follow up while carriers review applications
• and continue learning products, carriers, and state rules.

What we're looking for

Skills & competencies

client acquisition

life insurance sales

remote

1099 independent contractor

customer service

client applications

crm

state licensing required

43 carrier contracts

the wood agency life

Work arrangement

• Weekend coverage required

Benefits & perks

• Exclusive lead systems
• direct mentorship
• weekly team calls
• call reviews and scripts
• guidance through state licensing.

Why this role

The agency offers contracts with 43 carriers, exclusive lead systems, direct mentorship, weekly team calls, call reviews, scripts, and guidance through state licensing. Independent contractors are paid under contract; no numeric compensation is stated.

About the employer

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