100% Remote Final Expense Insurance Pro

The Wood Agency Life; Ottumwa (IA); Remote; USD 40,000 - 90,000; Part time

Benefits offered by this job

Licensing coursework guidance

Ongoing training on final expense

CRM access

Job summary

The Wood Agency Life is seeking a remote final expense insurance sales agent to serve families in Ottumwa, Iowa. This 100% work-from-home role conducts client meetings by phone and video, guiding them through the entire application process from anywhere with reliable internet.

You’ll talk with clients, assess needs, present suitable policies, and manage case progression through underwriting, all while using CRM to track activity and outcomes.

Qualifications

• Comfortable speaking on phone and video, including with older adults.
• Willing to obtain a state life insurance license with agency guidance or already licensed.
• Clear communicator who explains policy details without rushing.
• Requires a computer, phone and reliable internet for remote work.
• Organized enough to track several pending applications at once.

Responsibilities

• Speak with prospects about final expense coverage by phone and video.
• Assess client health, budget, and family situation before proposing options.
• Present final expense policies sized to fit fixed income.
• Complete applications using the carrier's e-app platform.
• Track calls, case notes and status updates in the CRM.
• Follow underwriting to issue and keep clients informed.

Skills

Phone/video comfort

Clear communication

Remote work readiness

Multi-task organization

Education

Life insurance license (existing or willing)

Job description

The Wood Agency Life is seeking a remote final expense insurance sales agent to serve families in Ottumwa, Iowa. This 100% work-from-home role conducts client meetings by phone and video, guiding them through the entire application process from anywhere with reliable internet.

You’ll talk with clients, assess needs, present suitable policies, and manage case progression through underwriting, all while using CRM to track activity and outcomes.