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Client Service and Sales Representative

Job not on LinkedIn

🔥 0 minutes ago

🤠 Texas – Remote

infoinfo

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

📁 Client Services

Where this job comes from

Posted on The Delaney Agency's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of The Delaney Agency

The Delaney Agency

201 - 500 employees

Founded 2011

💼 Consulting

👥 B2C

🛡️ Insurance

Consulting • B2C • Insurance

The Delaney Agency is a licensed insurance agency affiliated with Symmetry Financial Group, specializing in various life insurance products such as term life insurance, mortgage protection, final expense insurance, and retirement solutions. The agency offers personalized insurance coverage options tailored to clients' specific needs, including no medical exam policies and living benefits. With access to over 30 top insurance carriers, The Delaney Agency aims to provide affordable and comprehensive life insurance solutions to help families secure their financial futures.

📋 Description

• Connect with people who have requested information about coverage; no cold calling • Understand clients' needs and present suitable life insurance options • Guide clients through the application process • Follow up and maintain contact with clients • Use the provided CRM to track activity and manage the work week • Work remotely from home and meet clients by phone and video

🎯 Requirements

• Live in Texas • Authorized to work in the U.S. • Clear communication and a willingness to learn • Able to stay organized and manage your daily activity • Comfortable working independently, with support • Willing to get a Texas life and health insurance license (we'll help) • No prior insurance experience is required • Must obtain a Texas resident life and health insurance license before working with clients • State licensing costs, where they apply, are paid directly to the state licensing authority

🏖️ Benefits

• Structured onboarding and training • Help getting your Texas license • CRM and client management tools • Ongoing coaching and development

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