Life Insurance Sales Team Lead

The Wood Agency Life; Ellsworth (ME); Remote; USD 60,000 - 120,000; Full time

Job summary

The Wood Agency Life is seeking a life insurance sales team lead for the Ellsworth, Maine area. This is a remote, work-from-home role where you’ll mentor a small team of agents while continuing to sell coverage directly to your own clients.

Pay is commission-based and comes from each agent's own sales; there is no salary or hourly wage. Independent contractors are required and licensing timelines vary by state.

Qualifications

• Licensed to sell life insurance in the applicable state.
• Experience selling life insurance directly to clients, not only supervising others.
• Comfortable giving direct feedback during calls.
• Proficient with carrier e-apps, quoting and CRM tools.
• Able to manage own pipeline while supporting a small team.

Responsibilities

• Sell life insurance coverage to your own clients via phone/video through to application.
• Mentor and review conversations with newer agents and assist with applications.
• Complete applications using carrier e-apps and quoting systems.
• Log activity and case notes in the CRM.
• Track cases through underwriting and help the team do the same.

Skills

Life insurance sales

Mentoring/leading a team

Pipeline management

Active listening & feedback

Education

Active state life insurance license

Tools

CRM systems

Carrier e-apps

Quoting systems

Job description

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