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The Delaney Agency

Client Care and Sales Representative

The Delaney Agency

. Connect with people who have requested information about coverage; no cold calling .

Posted 11/5/2026contractRemote • Alabama • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication skills and the ability to understand client needs while guiding them through the life insurance application process. Capable of managing daily activities independently and effectively using CRM tools to track client interactions.

Highest-signal resume keywords
Alabama Life And Health Insurance LicenseClient Needs AssessmentCRM ProficiencyClear CommunicationOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Willingness To LearnIndependenceFollow-Up Skills
Tools & Technologies
CRM
Certifications & Qualifications
Alabama Life And Health Insurance License
Industry Keywords
Life InsuranceClient InteractionApplication Process

About the role

Key responsibilities & impact
  • 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 stay in touch with clients
  • Use the provided CRM to track activity and manage the work week
  • Meet clients by phone and video while working from home

Requirements

What you’ll need
  • Live in Alabama
  • 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 an Alabama life and health insurance license; the company will help
  • No sales or insurance background is needed
  • Must obtain an Alabama resident life and health insurance license before working with clients

Benefits

Comp & perks
  • Structured onboarding and training
  • Help getting your Alabama license
  • CRM and client management tools
  • Ongoing coaching and development
  • No fees charged by the company for training or onboarding