Life Insurance Sales Team Lead

The Wood Agency Life; Elizabethtown (KY); Remote; USD 50,000 - 120,000; Part time

Benefits offered by this job

Multiple carrier access

CRM access

Ongoing training

Job summary

The Wood Agency Life is seeking a life insurance sales team lead for the Elizabethtown, Kentucky area. This fully remote role lets you mentor a small team while continuing to sell coverage directly to clients.

Licenses and a proven direct sales track are required to lead reviews, rides, and coaching while maintaining your own book of business. As a 1099 contractor, earnings come from your agents' sales rather than a base salary.

Qualifications

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

Responsibilities

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

Skills

Life insurance sales

Coaching / mentoring

CRM familiarity

Carrier e-app & quoting

Call review / feedback

Education

Life insurance license (state)

Tools

CRM systems

Carrier e-app & quoting

Job description

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

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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.