Remote Final Expense Insurance Sales Agent

The Wood Agency Life; Middlebury (VT); Remote; USD 32,000 - 80,000; Full time

Benefits offered by this job

Licensing guidance

Training on final expense products

CRM access

Job summary

The Wood Agency Life is recruiting remote final expense insurance sales agents to serve the Middlebury, Vermont area. This 100% work-from-home role is designed for patient listeners who are comfortable with phone and video conversations with older clients.

You will talk with prospects by phone and video, assess health and budget, and present final expense policies that fit fixed incomes. The role is commission-based and remote, with licensing guidance provided as needed.

Qualifications

• Comfortable on the phone and video, often with older adults.
• Willing to complete a state life insurance license, with guidance or already licensed.
• Patient, clear communicator who explains policy details without rushing.

Responsibilities

• Speak with people by phone and video about final expense coverage.
• Learn health, budget and family details before options.
• Present policies sized to fit fixed income.
• Complete the application using the carrier's e-app platform.
• Track calls, case notes and status in the agency CRM.
• Follow underwriting to issue and keep client informed.

Skills

Phone and video communication

Customer listening

CRM management

Education

Life insurance license (state)

Tools

CRM

Job description

The Wood Agency Life is recruiting remote final expense insurance sales agents to serve the Middlebury, Vermont area. This 100% work-from-home role is designed for patient listeners who are comfortable with phone and video conversations with older clients.

You will talk with prospects by phone and video, assess health and budget, and present final expense policies that fit fixed incomes. The role is commission-based and remote, with licensing guidance provided as needed.