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Client Service and Sales Representative

Job not on LinkedIn

🔥 16 minutes ago

☕ Washington – 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 16 minutes ago

Still open on The Delaney Agency's site. Checked 12 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 • Understand clients' needs and present suitable life insurance options • Guide clients through the application process • Follow up and maintain client relationships • Use the provided CRM to track activity and manage the work week • Meet clients by phone and video from home

🎯 Requirements

• Live in Washington • 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 • Washington resident life and health insurance license required before working with clients • Willing to get a Washington life and health insurance license; the company will help with pre-licensing course and state exam • No sales or insurance background required • No license required to apply • 1099 independent contractor arrangement • No cold calling

🏖️ Benefits

• Structured onboarding and training • Help getting your Washington license • CRM and client management tools • Ongoing coaching and development • No fees charged by the company for training or onboarding • Work from home • Meet clients by phone and video

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