Remote Final Expense Insurance Sales Agent

The Wood Agency Life; Shelton (CT); Remote; USD 40,000 - 120,000; Full time

Job summary

The Wood Agency Life is hiring a remote final expense insurance sales agent to help families in Shelton, CT explore policies that cover funeral and end-of-life costs. This is a 100% work-from-home role suited for patient listeners who handle phone and video conversations with older clients.

You will assess health and budget, present tailored options, guide clients through the e-app and coordinate with carriers. This is a 1099 contract with commissions based on production.

Qualifications

• Comfortable speaking with older adults over phone/video.
• Willing to obtain a state life insurance license with agency guidance.
• Patient, clear communicator who explains policy details without rushing.
• Have a computer, phone and reliable internet for remote work.
• Organized enough to track several pending applications.

Responsibilities

• Speak with prospects by phone and video to discuss final expense options.
• Learn clients’ health, budget and family situation before presenting options.
• Present policies sized to fit a fixed income.
• Complete the application using the carrier’s e-app platform.
• Track calls, case notes and status updates in the agency CRM.
• Follow underwriting to issue and keep clients informed.

Skills

Phone & video communication

Active listening

Organization

Independent work

Education

State life insurance license (or willingness to obtain)

Tools

CRM software

Carrier e-app platforms

Job description

The Wood Agency Life is hiring a remote final expense insurance sales agent to help families in Shelton, CT explore policies that cover funeral and end-of-life costs. This is a 100% work-from-home role suited for patient listeners who handle phone and video conversations with older clients.

You will assess health and budget, present tailored options, guide clients through the e-app and coordinate with carriers. This is a 1099 contract with commissions based on production.