Life Insurance Sales Team Lead

The Wood Agency Life; Smyrna (DE); A distancia; USD 50.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Carrier access to multiple carriers

CRM access for team review

Training for product and carriers

Descripción de la vacante

The Wood Agency Life is seeking a life insurance sales team lead in Smyrna, Delaware. This remote role is for licensed agents who want to mentor a small team while continuing to sell directly to clients.

Compensation is commission-based on personal sales; there is no salary or hourly pay. Licensing as required by state law is mandatory and compensation varies with production.

Formación

• Track record of selling life insurance directly to clients.
• Ability to review calls and give direct, specific feedback.
• Proficient with carrier e-app, quoting and CRM systems.

Responsabilidades

• Sell life coverage to your own clients via phone and video.
• Review client needs and present term, whole life, final expense, mortgage protection, IUL or annuities.
• 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 to mentor them.
• Track cases through underwriting to issue while helping newer agents do the same.

Conocimientos

Life insurance sales

Coaching

CRM usage

Quoting systems

Educación

State life insurance license

Herramientas

CRM systems

Carrier e-app

Quoting systems

Descripción del empleo

The Wood Agency Life is looking for a life insurance sales team lead to serve the Smyrna, Delaware area. This is a remote, work-from-home position suited to licensed agents who want to mentor a small team while continuing to sell coverage directly to 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 you'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

• 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.