Remote Final Expense Insurance Advisor

The Wood Agency Life; Vineland (NJ); Remote; USD 60,000 - 120,000; Part time

Benefits offered by this job

Licensing coursework guidance

Ongoing training on final expense

CRM access

Job summary

The Wood Agency Life is hiring remote sales agents to help Vineland, New Jersey residents understand final expense life insurance options. This 100% remote role is built for patient listeners who can conduct phone and video conversations with older clients.

You will learn client health and budget details, present fit-for-purpose policies, and complete the e-app with the carrier. Work from home with CRM tracking and ongoing training.

Qualifications

• Comfortable on phone and video with older clients.
• Willing to obtain state life license with agency guidance.
• Clear communicator who explains policy details without rushing.
• Have a computer, phone and reliable internet for remote work.
• Organized to track several pending applications.

Responsibilities

• Speak with clients about final expense coverage by phone or video.
• Assess health, budget, and family situation to tailor options.
• Present policies sized to fit fixed income.
• Complete applications using the carrier's e-app platform.
• Track calls and case notes in the agency CRM; update status.
• Guide cases through underwriting to final issue.

Skills

Strong communication

Phone & video savvy

Organized multitasking

Tech readiness

Independent contractor mindset

Education

State life insurance license (or willing to complete)

Tools

CRM software

Carrier e-app platform

Job description

The Wood Agency Life is hiring remote sales agents to help Vineland, New Jersey residents understand final expense life insurance options. This 100% remote role is built for patient listeners who can conduct phone and video conversations with older clients.

You will learn client health and budget details, present fit-for-purpose policies, and complete the e-app with the carrier. Work from home with CRM tracking and ongoing training.