Remote Final Expense Insurance Advisor

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

Benefits offered by this job

Licensing guidance

Ongoing training

CRM access

Job summary

The Wood Agency Life is seeking a remote final expense insurance sales agent to serve families in the Hastings, Nebraska area who are exploring life insurance options that cover funeral and end-of-life costs. This is a 100% remote, work-from-home position—you'll engage with clients by phone and video on their schedule, from anywhere with reliable internet.

What you'll do includes speaking with potential clients, learning about health and budget, presenting tailored final expense policies, and

Qualifications

• Willing to complete a state life insurance license, with agency guidance if not licensed yet.
• Patient, clear communicator who explains policy details without rushing.
• Must have computer, phone and reliable internet for remote work.
• Organized enough to track several pending applications at once.

Responsibilities

• Speak with inquiries about final expense coverage by phone and video.
• Assess health, budget and family situation to tailor options.
• Present final expense life insurance policies sized to fit a fixed income.
• Complete the application with the carrier's e-app platform.
• Track calls, case notes and status updates in the agency CRM.
• Follow underwriting through to issue and keep the client informed.

Skills

Phone & video communication

Clear communication

Patient

Education

Life Insurance License (state)

Tools

CRM system

e-app platform

Job description

The Wood Agency Life is seeking a remote final expense insurance sales agent to serve families in the Hastings, Nebraska area who are exploring life insurance options that cover funeral and end-of-life costs. This is a 100% remote, work-from-home position—you'll engage with clients by phone and video on their schedule, from anywhere with reliable internet.

What you'll do includes speaking with potential clients, learning about health and budget, presenting tailored final expense policies, and