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Customer Service Sales Agent
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 effectively using CRM tools to track client interactions.
Highest-signal resume keywords
Clear CommunicationClient Needs AssessmentCRM ManagementLife and Health Insurance LicenseOrganizational 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
Colorado Life and Health Insurance License
Industry Keywords
Life InsuranceInsurance Application ProcessClient InteractionPre-Licensing CourseState Exam
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, understand their situation, and help them choose and apply for coverage
Requirements
What you’ll need- Live in Colorado
- 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 Colorado life and health insurance license (we'll help)
- No sales or insurance background is needed
- Must obtain a Colorado resident life and health insurance license before working with clients
- No license is required to apply; the company guides candidates through the pre-licensing course and state exam
Benefits
Comp & perks- Structured onboarding and training
- Help getting your Colorado license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding
- Work from home
- State licensing costs, where they apply, are paid directly to the state licensing authority