Remote Final Expense Insurance Specialist

The Wood Agency Life; Central Falls (RI); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Licensing coursework guidance

Ongoing training on final expense

CRM access

Independent contractor (1099)

Job summary

The Wood Agency Life is seeking remote final expense insurance sales agents to serve Central Falls, Rhode Island and surrounding communities from a home office. This 1099 opportunity offers commission-based earnings with no salary or hourly pay, and requires a state life insurance license or coursework with agency guidance.

You'll conduct phone and video conversations with older clients, assess their health and budget, present tailored final expense policies, complete e-apps, and track progress

Qualifications

• Must be comfortable speaking with older adults via phone/video.
• Willing to obtain a state life insurance license with agency guidance.
• Clear communicator who explains policy details patiently.
• Reliable internet and home office setup for remote work.
• Organizational skills to manage multiple applications.

Responsibilities

• Speak with individuals who inquire about final expense coverage by phone/video.
• Assess health, budget, and family situation before presenting options.
• Present final expense life insurance policies sized to fit a fixed income.
• Complete the application with the carrier's e-app platform.
• Track calls, case notes, and status updates in the CRM.
• Follow cases through underwriting and keep clients informed.

Skills

Phone & video communication

Active listening

Life insurance license

Clear communication

Remote work readiness

Organization

Education

State life insurance license (or coursework)

Tools

CRM software

Carrier e-application platform

Job description

The Wood Agency Life is seeking remote final expense insurance sales agents to serve Central Falls, Rhode Island and surrounding communities from a home office. This 1099 opportunity offers commission-based earnings with no salary or hourly pay, and requires a state life insurance license or coursework with agency guidance.

You'll conduct phone and video conversations with older clients, assess their health and budget, present tailored final expense policies, complete e-apps, and track progress