Client Acquisition Specialist

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 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 Who this is a fit for 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 StatesWhat we provide 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 The honest part