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Life Insurance Sales Team Lead

PublishedPublished: 6/14/2022

Job Description

Job Description

The Wood Agency Life is looking for a remote life insurance sales team lead to serve the Taunton, Massachusetts area. This is a fully remote, work-from-home position—you'll mentor a small team of agents while continuing to sell coverage directly to your own clients. If you're a licensed agent ready to run call reviews and ride-alongs alongside your own production, we want to hear from you. 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.

Ready to lead and grow your own book in Taunton? Call (928) 889-6338 to apply.

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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.

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