Remote Final Expense Insurance Advisor

The Wood Agency Life; New Castle (DE); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Licensing coursework guidance

Ongoing training on final expense

CRM access to manage pipeline

Independent contractor status

Job summary

The Wood Agency Life is seeking remote final expense insurance sales agents to help families in the New Castle, Delaware area. Work-from-home role, licensed or in-licensing, with training and CRM support. Earn through commissions by helping clients apply for coverage by phone or video.

You’ll manage multiple pending applications, present tailored policies, and guide clients through underwriting while staying on schedule and compliant with licensing requirements.

Qualifications

• Comfortable speaking with clients by phone or video.
• Must obtain a state life insurance license or already hold one.
• Clear communicator who explains policy details without rushing.

Responsibilities

• Speak with clients about final expense coverage by phone and video.
• Learn each client's health and budget to tailor options.
• Present final expense policies sized to fit fixed income.
• Complete applications using the carrier's e-app platform.
• Track calls and status in the agency CRM.
• Support underwriting and keep clients informed throughout process.

Skills

Phone/Video sales

Customer service

Communication

Organizational skills

Education

State life insurance license

Licensing coursework

Tools

CRM software

Job description

The Wood Agency Life is seeking remote final expense insurance sales agents to help families in the New Castle, Delaware area. Work-from-home role, licensed or in-licensing, with training and CRM support. Earn through commissions by helping clients apply for coverage by phone or video.

You’ll manage multiple pending applications, present tailored policies, and guide clients through underwriting while staying on schedule and compliant with licensing requirements.