Life Insurance Sales Team Lead

The Wood Agency Life; Bayonne (NJ); A distancia; USD 60.000 - 150.000; Jornada completa

Descripción de la vacante

The Wood Agency Life is seeking a remote life insurance sales team lead to serve the Bayonne, New Jersey area. This is a fully remote, work-from-home position where you'll mentor a small team while continuing to sell coverage directly to clients.

Licensed agents who want to run call reviews and ride-alongs alongside their own production are ideal. Pay comes from each agent's own insurance sales to clients, not from anyone they mentor.

Formación

• Active state life insurance license.
• Documented experience selling life insurance directly to clients.
• Comfortable reviewing calls and providing direct feedback.
• Confident with carrier e-app, quoting and CRM systems.
• Organized enough to manage your own pipeline while supporting a small team.

Responsabilidades

• Speak with your own clients by phone and video, guiding from inquiry to application.
• Review client situations and present term, whole life, final expense, mortgage protection, IUL or annuities.
• Complete applications using carrier e-app and quoting tools alongside your clients.
• Log activity and notes in the CRM.
• Run call reviews and ride-alongs with newer agents to improve conversations and applications.
• Track cases through underwriting to issuance while mentoring newer agents.

Conocimientos

Life insurance license

Direct client sales experience

Coaching / call reviews

Carrier e-app & quoting familiarity

CRM & pipeline management

Herramientas

CRM systems

Carrier e-apps

Quoting systems

Descripción del empleo

The Wood Agency Life is seeking a remote life insurance sales team lead to serve the Bayonne, New Jersey area. This is a fully remote, work-from-home position where you'll mentor a small team while continuing to sell coverage directly to clients. Licensed agents who want to run call reviews and ride-alongs alongside their own production are ideal. Pay comes from each agent's own insurance sales to clients, not from anyone they mentor.

What you'll do

• Speak with your own clients who've asked about coverage, by phone and video, through to application.
• Review each client's situation before presenting term, whole life, final expense, mortgage protection, IUL or annuity options.
• Complete applications using carrier e-app and quoting systems alongside your own clients.
• Log your own activity and case notes in the CRM.
• Run call reviews and ride-alongs with newer agents, going over their client conversations and applications.
• Track your own cases through underwriting to issue while helping newer agents do the same.

Qualifications

• Active state life insurance license.
• A record of selling life insurance directly to clients, not just supervising others.
• Comfortable reviewing calls and giving direct, specific feedback.
• Confident in carrier e-app, quoting and CRM systems.
• Organized enough to manage your own pipeline while supporting a small team's.

What we provide

• An independent agency with access to multiple carriers for every agent on the team.
• Ongoing product and carrier training you can pass on to newer agents.
• CRM access for your own business and for reviewing team activity.

Compensation

This is a 1099 independent contractor opportunity. Pay is commission-based and comes from each agent's own insurance sales to clients, not from the production of anyone they mentor or recruit. No salary or hourly pay is provided. Earnings depend on individual production.

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.