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Customer Service and Sales Representative
The Delaney Agency. Hold scheduled phone or video conversations with people who have requested life insurance information .
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 client relationships and maintaining organization in daily activities using CRM tools.
Highest-signal resume keywords
Clear CommunicationClient Relationship ManagementWest Virginia Life And Health Insurance LicenseCRM ProficiencyOrganizational 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 LearnAbility To Work Independently
Tools & Technologies
CRM
Certifications & Qualifications
West Virginia Life And Health Insurance License
Industry Keywords
Life InsuranceClient Needs AssessmentApplication Process Guidance
About the role
Key responsibilities & impact- Hold scheduled phone or video conversations with people who have requested life insurance information
- Connect with prospective clients without cold calling
- Understand client needs and present suitable life insurance options
- Guide clients through the application process
- Follow up and maintain client relationships
- Use the provided CRM to track activity and manage the work week
- Participate in training and coaching
Requirements
What you’ll need- Live in West Virginia
- Authorized to work in the U.S.
- Clear communication and a willingness to learn
- Able to stay organized and manage daily activity
- Comfortable working independently, with support
- Willing to get a West Virginia life and health insurance license; the company will help
- No prior insurance experience required
- Must obtain a West Virginia resident life and health insurance license before working with clients
- State licensing costs, where applicable, are paid directly to the state licensing authority
Benefits
Comp & perks- Structured onboarding and training
- Help getting your West Virginia license
- CRM and client management tools
- Ongoing coaching and development
- No company fees for training or onboarding