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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 11/5/2026contractRemote • Arizona • 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 daily tasks effectively.

Highest-signal resume keywords
Arizona Resident 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
Arizona Resident Life And Health Insurance License
Industry Keywords
Life InsuranceApplication ProcessClient Engagement

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
  • Participate in training and coaching

Requirements

What you’ll need
  • Live in Arizona
  • 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
  • Must obtain an Arizona resident life and health insurance license before working with clients; the company will provide guidance through the pre-licensing course and state exam
  • No prior insurance experience required

Benefits

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