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The Delaney Agency

Client Sales Associate

The Delaney Agency

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

Posted 11/11/2026contractRemote • Hawaii • United StatesJuniorMid-LevelWebsite

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. Proficient in using CRM tools for activity tracking and managing client interactions effectively.

Highest-signal resume keywords
Hawaii 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 LearnIndependent WorkClient Follow-Up
Tools & Technologies
CRM
Certifications & Qualifications
Hawaii 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 week
  • Meet clients by phone and video while working from home

Requirements

What you’ll need
  • Live in Hawaii
  • 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 Hawaii life and health insurance license; the company will help
  • Hawaii resident life and health insurance license required before working with clients
  • No sales or insurance background needed
  • State licensing costs, where applicable, are paid directly to the state licensing authority

Benefits

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