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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. Proficient in using CRM tools to manage client interactions and maintain organization in a remote work environment.
Highest-signal resume keywords
New Mexico Life And Health Insurance LicenseClear CommunicationClient Needs AssessmentCRM ProficiencyIndependent Work
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Organizational SkillsWillingness To LearnClient Follow-Up
Tools & Technologies
CRM
Certifications & Qualifications
New Mexico Life And Health Insurance License
Industry Keywords
Life InsuranceRemote Work1099 Independent ContractorCommission-Only Compensation
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 workweek
- Work remotely from home and meet clients by phone and video
Requirements
What you’ll need- Live in New Mexico
- 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 New Mexico life and health insurance license; the company will help
- No sales or insurance experience needed
- New Mexico resident life and health insurance license required before working with clients
- Meet clients by phone and video
- Comfortable with 1099 independent contractor, commission-only compensation
Benefits
Comp & perks- Structured onboarding and training
- Help getting your New Mexico license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding