Remote Final Expense Insurance Advisor

The Wood Agency Life; Presque Isle (ME); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Licensing coursework guidance

Ongoing training

CRM access

Job summary

The Wood Agency Life is seeking remote final expense insurance sales agents to serve families in Presque Isle, Maine. This 100% work-from-home role involves helping clients apply for coverage entirely by phone and video, on their schedule.

You will engage with clients, assess their health and budget, and present fixed-income‑sized final expense options. Training, licensing guidance, and CRM tools are provided to support success.

Qualifications

• State life insurance license or willingness to obtain within two weeks (agency guidance provided).
• Reliable internet and a computer/phone for remote work.
• Comfortable communicating with older adults and explaining policies clearly.

Responsibilities

• Speak with prospective clients by phone and video to discuss final expense coverage.
• Understand health, budget and family situation before presenting options.
• Present policies sized to fit fixed income and guide clients through the application process.
• Track case notes and status updates in the agency CRM.
• Support underwriting through the process and keep clients informed.

Skills

Phone sales

Video calls

Communication

Remote work

Education

Life insurance license

Tools

CRM software

Job description

The Wood Agency Life is seeking remote final expense insurance sales agents to serve families in Presque Isle, Maine. This 100% work-from-home role involves helping clients apply for coverage entirely by phone and video, on their schedule.

You will engage with clients, assess their health and budget, and present fixed-income‑sized final expense options. Training, licensing guidance, and CRM tools are provided to support success.