Life Insurance Sales Team Lead

The Wood Agency Life; Phenix City (AL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Commission-based pay

Carrier access

Independent contractor

Job summary

The Wood Agency Life is seeking a remote life insurance sales team lead to mentor a small group of agents while continuing to sell to your own clients. Licensing in the state and a proven sales track record are required, with a focus on reviewing calls and guiding newer agents.

This is a 1099 independent contractor position; there is no salary or hourly wage, and earnings depend on personal and team production.

Qualifications

• Active state life insurance license.
• Proven life insurance selling history to clients.
• Ability to review calls and give feedback.
• Experience with carrier e-apps, quoting, and CRM.

Responsibilities

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

Skills

Life insurance license

Sales leadership

CRM experience

Call reviews

Tools

CRM systems

Job description

The Wood Agency Life is hiring a remote life insurance sales team lead to serve the Phenix City, Alabama area. This is a fully remote, work-from-home position—you'll mentor a small team of agents while continuing to sell life insurance directly to your own clients. Licensed agents who want to run call reviews and ride-alongs alongside their own production are a great fit. 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'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.