Remote Final Expense Insurance Pro

The Wood Agency Life; Vestavia Hills (AL); Remote; USD 50,000 - 100,000; Full time

Job summary

The Wood Agency Life is hiring remote final expense insurance sales agents to serve the Vestavia Hills, Alabama area. This 100% remote role focuses on guiding older clients through life insurance options that cover funeral and end-of-life costs via phone or video conversations.

As an independent contractor, you will be paid by commission with access to multiple carriers and licensing guidance. You’ll track your pipeline in the CRM and manage applications through underwriting with clients

Qualifications

• Comfortable on the phone and video with older adults.
• Willing to complete a state life insurance license, with guidance.
• 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 prospects by phone and video to discuss final expense coverage.
• Learn about client health, budget and family situation before options.
• Present final expense policies sized to fit 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.

Skills

Phone sales

Video calls

Customer listening

Remote work setup

Education

State life insurance license or pursuing

Tools

CRM software

Carrier e-app platform

Job description

The Wood Agency Life is hiring remote final expense insurance sales agents to serve the Vestavia Hills, Alabama area. This 100% remote role focuses on guiding older clients through life insurance options that cover funeral and end-of-life costs via phone or video conversations.

As an independent contractor, you will be paid by commission with access to multiple carriers and licensing guidance. You’ll track your pipeline in the CRM and manage applications through underwriting with clients