The Wood Agency Life
Client Acquisition Specialist
Lebanon, Colorado, US
Role snapshot
The Wood Agency Life is hiring a Client Acquisition Specialist on a full-time basis. This is a role based in Lebanon, Colorado, US.
- Company
- The Wood Agency Life
- Location
- Lebanon, Colorado, US
- Job type
- Full-time
- Posted
- Nov 6, 2026
Who this role suits
The listing does not state a required experience level here. Read the requirements in the description below and apply if they match your background.
How to prepare your application
- Match your résumé to the requirements in the description, using the same wording where it is honest to do so.
- Prepare a short example for each requirement you meet, and be ready to explain any you only partly meet.
- Read what The Wood Agency Life publishes about its product or team, so you can say clearly why this role and this company.
Apply only on The Wood Agency Life's own site. A genuine employer never asks candidates for money, deposits or bank details to apply, interview or “secure” a job. If something looks wrong, use Report a problem with this listing and we will review it. Read how we check listings.
About the role
Job Description
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 do- 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
- 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
- Contracts with 43 carriers, so you can match each family to coverage that fits
- Exclusive lead systems that put you in front of people who've already asked about coverage
- Direct mentorship from Ben and Andrea, who run the agency
- Weekly team calls, call reviews, and scripts available to agents
- Guidance through state licensing if you aren't licensed yet
1099 independent contractor, commission-based. No salary or hourly pay; earnings depend on individual production.
If you'd rather only answer questions than help someone reach a decision, this isn't the right fit. Apply through this listing; questions: (928) 889-6338.
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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.