Remote Final Expense Agent

Key Responsibilities

• Speak with prospective clients by phone regarding final expense life insurance
• Identify client needs and explain available coverage options
• Assist clients with the insurance application process
• Follow up with prospective and existing clients as appropriate
• Maintain accurate records of client interactions and applications
• Follow applicable insurance regulations, carrier requirements, and company procedures
• Participate in training and professional development

Qualifications

• Strong verbal communication and interpersonal skills
• Comfortable conducting sales conversations by phone
• Self-motivated and able to manage time independently
• Willingness to learn and apply a structured sales process
• Basic computer and technology proficiency
• Active life insurance license preferred but not required
• Unlicensed candidates must be willing and eligible to obtain the appropriate state insurance license before conducting insurance sales

Position Details