Remote Life Insurance Sales Specialist - Team Lead- Entry Level

Key responsibilities

1. Sell life insurance remotely. Contact warm leads by phone and video, assess each client's coverage needs, present suitable policies and close sales against monthly production targets.

2. Lead and coach a small agent team. Run daily check-ins and weekly one-on-ones, shadow calls, give feedback and help 2–5 new agents reach their first-90-day sales goals.

3. Manage the pipeline and CRM. Log every contact, follow-up and application in the CRM, and keep your own and your team's pipeline accurate and current.

4. Guide clients through underwriting. Complete applications, coordinate medical exams and paperwork with carriers, and keep clients informed until each policy is issued and delivered.

5. Uphold compliance and report results. Follow state insurance regulations and carrier guidelines, review team activity for compliance, and report weekly sales metrics to the Regional Sales Manager.

Qualities we're looking for

1. Self-motivated. You stay productive and on schedule without in-person supervision.

2. Resilient. You handle rejection calmly and keep a steady call volume through slow weeks.

3. Empathetic. You listen first and treat each client's family and financial situation with care.

4. Integrity-driven. You recommend only what fits the client and never cut corners on compliance.

5. Supportive leader. You take pride in helping new agents grow and celebrate their wins as your own.