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Sales Associate
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
Massachusetts Life And Health Insurance LicenseCRM ProficiencyCustomer Service ExperienceClear Communication SkillsIndependent Contractor Experience
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 LearnComfortable Working Independently
Tools & Technologies
CRM
Certifications & Qualifications
Massachusetts Life And Health Insurance License
Industry Keywords
Life InsuranceClient Needs AssessmentApplication ProcessCommission-Based EarningsRemote Work
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
- Work from home and meet clients by phone and video
Requirements
What you’ll need- Live in Massachusetts
- 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 Massachusetts life and health insurance license (we'll help)
- A Massachusetts resident life and health insurance license is required before working with clients
- No sales or insurance background is needed
- Customer service, call center, or retail experience is applicable
- Must work as a 1099 independent contractor
- Paid 100% on commission from completed sales
- No base salary
- Earnings are not guaranteed
Benefits
Comp & perks- Structured onboarding and training
- Help getting your Massachusetts license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding
- State licensing costs, where they apply, are paid directly to the state licensing authority