Remote Final Expense Insurance Agent

Role Overview

Step into a remote opportunity that combines compassion with career advancement. As a Remote Final Expense Insurance Agent, you'll guide clients through an essential decision-making, ensuring their loved ones are protected from unforeseen costs. This role blends empathy, strategic selling, and advisory expertise to deliver real impact daily.

With an annual salary of $81,825 and a fully remote setup, this position offers stability and freedom. You’ll engage directly with clients to assess their priorities, explain coverage options, and tailor solutions that align with long-term peace of mind.

Key Responsibilities

Client Relationship Management

• Engage prospects through inbound leads and scheduled calls.
• Assess client financial needs and explain final expense insurance in an accessible, reassuring manner.
• Maintain long-term customer relationships built on trust and consistent communication.

Sales and Policy Advisory

• Recommend policies based on client profiles and regulatory guidelines.
• Accurately process and submit insurance applications.
• Guide policy features, premium rates, and beneficiary options.

Compliance and Documentation

• Ensure all client interactions and documentation meet industry and legal standards.
• Maintain accurate client records within CRM and reporting tools.
• Stay up-to-date on regulatory changes and adjust practices accordingly.

Candidate Requirements

Educational Background and Licensure

• Valid life insurance license in at least one U.S. state (multi-state licensing a plus).
• A high school diploma or GED is required; additional finance, insurance, or sales certifications or coursework are preferred.

Core Competencies

• Strong interpersonal communication and listening skills.
• Proven success in sales, especially within remote or telesales environments.
• Capable of translating technical information into clear, relatable language explanations for clients.
• Comfortable using CRM software and digital communication tools.

Work Environment

Remote Infrastructure

• Fully remote; work from your own quiet, professional home office setup.
• Work hours tailored to support clients across multiple time zones and client availability.
• Daily digital collaboration with team leaders and peers through chat, video calls, and task boards.

Onboarding and Ongoing Support

• Comprehensive virtual onboarding program with experienced mentors.
• Regular workshops on compliance, product updates, and advanced sales techniques.
• Opportunities to advance into team leadership or training roles as performance and experience grow.

Tools and Technology

Sales and Communication Tools

• Use of cloud-based CRM systems to manage leads and track client progress.
• VOIP tools and integrated dialers for a seamless calling experience.
• Document management platforms for efficient contract execution and compliance review.

Performance and Learning Systems

• Dashboard access for performance tracking, conversion metrics, and client engagement.
• Training modules are integrated into the system for real-time upskilling and certifications.

Role Impact and Growth Opportunities

Meaningful Contribution

Every conversation you have offers clients peace of mind about the future. You're not just selling a product—you're providing a solution that protects families from unexpected financial burdens.

Career Progression

• Promotions are based on merit, customer satisfaction, and policy enrollments.
• Leadership development tracks to help agents grow into managerial roles.
• Annual bonuses for top performers and peer-nominated recognitions.

Ideal Candidate Traits

Professional Mindset

• Self-driven with a passion for helping others.
• Open to learning and adapting in a digitally focused environment.
• Comfortable taking initiative and navigating challenges independently.

Ethical Commitment

• Committed to ethical selling and transparency.
• Believes in the importance of protecting families through accessible insurance products.
• Seeks long-term growth in a company that values trust, responsibility, and service.

What Sets This Role Apart

Flexibility with Security

Enjoy a dependable income while designing your daily work rhythm. With built-in support and technology, you’ll always have the necessary tools to succeed.

Remote Growth Potential

Grow your career without the limitations of geography. Develop leadership capabilities, sales mastery, and customer relationship skills that are relevant across industries.

Ready to Apply?

Your next big step in insurance is here. Join a team that empowers you to thrive remotely, earn competitively, and truly help people. If you're ready to make your mark as a Remote Final Expense Insurance Agent, we encourage you to apply today. Take ownership of your career, make an impact, and lead your future—one client at a time.