Remote Final Expense Insurance Pro

The Wood Agency Life; Brockton (MA); Remote; USD 50,000 - 110,000; Full time

Benefits offered by this job

Licensing coursework guidance

Ongoing training on final expense

CRM access to manage pipeline

Access to multiple carriers

Job summary

The Wood Agency Life is hiring remote final expense insurance sales agents to serve families in the Brockton, Massachusetts area who are reviewing life insurance options that cover funeral and end-of-life costs. This is a 100% remote, work-from-home position — you'll help clients apply for coverage entirely by phone and video, on their schedule.

As an independent contractor, you will work on commission, with licensing guidance provided if needed.

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.

Responsibilities

• 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.

Skills

Phone & video communication

Strong communication

Remote work readiness

CRM experience

Education

Life insurance license

Tools

CRM

E-app platform

Job description

The Wood Agency Life is hiring remote final expense insurance sales agents to serve families in the Brockton, Massachusetts area who are reviewing life insurance options that cover funeral and end-of-life costs. This is a 100% remote, work-from-home position — you'll help clients apply for coverage entirely by phone and video, on their schedule.

As an independent contractor, you will work on commission, with licensing guidance provided if needed.