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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. Proficient in using CRM tools to manage client interactions and maintain organization in a remote work environment.
Highest-signal resume keywords
Life And Health Insurance LicenseClient CommunicationCRM ProficiencyOrganizational SkillsIndependent 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
Clear CommunicationWillingness To LearnAbility To Stay Organized
Tools & Technologies
CRM
Certifications & Qualifications
South Carolina Life And Health Insurance License
Industry Keywords
Life InsuranceClient Needs AssessmentApplication ProcessRemote WorkClient 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 workweek
- Meet clients by phone and video while working from home
Requirements
What you’ll need- Live in South Carolina
- 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 South Carolina life and health insurance license; the company will help
- South Carolina resident life and health insurance license required before working with clients
- No sales or insurance background needed
- State licensing costs, where applicable, are paid directly to the state licensing authority
Benefits
Comp & perks- Structured onboarding and training
- Help getting your South Carolina license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding