Final Expense Insurance Agent

The Wood Agency Life; Middlebury (VT); Remote; USD 32,000 - 80,000; Full time

Benefits offered by this job

Licensing guidance

Training on final expense products

CRM access

Job summary

The Wood Agency Life is recruiting remote final expense insurance sales agents to serve the Middlebury, Vermont area. This 100% work-from-home role is designed for patient listeners who are comfortable with phone and video conversations with older clients.

You will talk with prospects by phone and video, assess health and budget, and present final expense policies that fit fixed incomes. The role is commission-based and remote, with licensing guidance provided as needed.

Qualifications

• Comfortable on the phone and video, often with older adults.
• Willing to complete a state life insurance license, with guidance or already licensed.
• Patient, clear communicator who explains policy details without rushing.

Responsibilities

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

Skills

Phone and video communication

Customer listening

CRM management

Education

Life insurance license (state)

Tools

CRM

Job description

The Wood Agency Life is hiring remote final expense insurance sales agents to serve the Middlebury, Vermont area. This is a 100% remote, work-from-home position built for patient listeners who are comfortable with phone and video conversations with older clients.

What you'll do

• Speak with people who've asked about final expense coverage, by phone and video, on their schedule.
• Learn about each client's health, budget and family situation before discussing any options.
• Present final expense life insurance policies sized to fit a fixed income.
• Complete the application together using the carrier's e-app platform.
• Track calls, case notes and status updates in the agency CRM.
• Follow the case through underwriting to issue, keeping the client informed along the way.

Qualifications

• Comfortable on the phone and on video, often with older adults.
• Willing to complete a state life insurance license, with agency guidance through roughly two weeks of coursework, or already hold one.
• Patient, clear communicator who explains policy details without rushing.
• A computer, a phone and reliable internet for remote work.
• Organized enough to track several pending applications at once.

What we provide

• An independent agency with access to multiple carriers for final expense products.
• Licensing coursework guidance if you're not yet licensed.
• Ongoing training on final expense products and carrier systems.
• CRM access to manage your pipeline.

Compensation

This is a 1099 independent contractor opportunity. Pay is commission-based. No salary or hourly pay is provided. Earnings depend on individual production. Qualified candidates are welcome 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.