Remote Life Insurance Team Lead & Mentor

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

Job summary

The Wood Agency Life is seeking a remote life insurance sales team lead to guide a small agent group in Taunton, Massachusetts while continuing to sell to your own clients. This is a 1099 independent contractor role with commission-based pay, based on each agent's sales to clients.

You will mentor on call reviews and ride-alongs, manage your pipeline, and collaborate with agents across multiple carriers, with access to e-app and CRM tools to support production.

Qualifications

• Active state life insurance license.
• Experience selling life insurance directly to clients, not only supervising others.
• Ability to provide direct, specific feedback on calls.
• Comfort with carrier e-app, quoting, and CRM systems.
• Organized enough to manage your own pipeline while supporting a small team.

Responsibilities

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

Skills

State life license

Direct client sales

Call reviews feedback

CRM & quoting systems

Pipeline management

Job description

The Wood Agency Life is seeking a remote life insurance sales team lead to guide a small agent group in Taunton, Massachusetts while continuing to sell to your own clients. This is a 1099 independent contractor role with commission-based pay, based on each agent's sales to clients.

You will mentor on call reviews and ride-alongs, manage your pipeline, and collaborate with agents across multiple carriers, with access to e-app and CRM tools to support production.