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Customer Service Sales Advisor
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
Kansas Life And Health Insurance LicenseClient Needs AssessmentCRM ManagementClear 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 LearnIndependence
Tools & Technologies
CRM
Certifications & Qualifications
Kansas Life And Health Insurance License
Industry Keywords
Life InsuranceApplication ProcessClient Follow-Up
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
- Speak with people about life insurance and help them choose and apply for coverage
Requirements
What you’ll need- Live in Kansas
- 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 Kansas life and health insurance license (we'll help)
- A Kansas resident life and health insurance license is required before working with clients; it is not required to apply
- No sales or insurance background is needed
- Licensing costs, where applicable, are paid directly to the state licensing authority
Benefits
Comp & perks- Structured onboarding and training
- Help getting your Kansas license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding