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Client Service and Sales Representative
The Delaney Agency. Connect with people who have requested information about coverage; no cold calling .
Core Competencies
Role fitCore 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 utilizing CRM tools effectively.
Highest-signal resume keywords
Texas Life And Health Insurance LicenseClient Needs AssessmentCRM UsageClear CommunicationOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Willingness To LearnIndependenceClient Follow-Up
Tools & Technologies
CRM
Certifications & Qualifications
Texas Life And Health Insurance License
Industry Keywords
Life InsuranceInsurance Application 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 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
What you’ll need- 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
Comp & perks- Structured onboarding and training
- Help getting your Texas license
- CRM and client management tools
- Ongoing coaching and development