Life Insurance Sales Team Lead

The Wood Agency Life; Coventry (RI); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Independent contractor status

Job summary

The Wood Agency Life is seeking a remote life insurance sales team lead in Coventry, Rhode Island. This 1099 contractor role lets you mentor a small agent team while continuing to sell coverage to your own clients from home.

You’ll ride-alongs and review calls to improve performance, with compensation based on your team's sales rather than a salary. Licensed agents with a proven track record in direct client sales, carrier e-apps, quoting, and CRM systems are encouraged to apply.

Qualifications

• Active state life insurance license.
• Proven track record of selling life insurance directly to clients.
• Ability to review calls and provide direct, specific feedback.
• Familiarity with carrier e-app, quoting and CRM systems.
• Organized enough to manage your own pipeline while supporting a small team.

Responsibilities

• Sell life insurance to own clients by phone and video through to application.
• Mentor a small team of agents via call reviews and ride-alongs.
• Review client situations and present term, whole life, final expense, mortgage protection, IUL or annuity options.
• Complete applications using carrier e-app and quoting tools.
• Track cases through underwriting and log activity in CRM.

Skills

Active life license

Life insurance sales

Call review feedback

Carrier e-apps

Quoting systems

CRM proficiency

Pipeline management

Tools

CRM

E-apps

Quoting tools

Job description

The Wood Agency Life is seeking a remote life insurance sales team lead to serve the Coventry, Rhode Island area. This is a fully remote, work-from-home position. You'll mentor a small team of agents while continuing to sell coverage directly to your own clients. This role suits licensed agents who want to run call reviews and ride-alongs alongside their own production. 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.