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Sales Representative
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. Maintains organization and effectively manages daily activities using CRM tools to foster client relationships.
Highest-signal resume keywords
Florida Life And Health Insurance LicenseClient Relationship ManagementClear CommunicationOrganizational 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
Willingness To LearnComfortable Working Independently
Tools & Technologies
CRM
Certifications & Qualifications
Florida Life And Health Insurance License
Industry Keywords
Life InsuranceClient Needs AssessmentApplication 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 maintain client relationships
- Use the provided CRM to track activity and manage the workweek
- Work with individuals and families who have asked about life insurance
- Meet clients by phone and video from home
Requirements
What you’ll need- Live in Florida
- 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 Florida life and health insurance license (we'll help)
- No sales or insurance background is needed
- Florida resident life and health insurance license required before working with clients
- No license required to apply; the company guides applicants through the pre-licensing course and state exam
Benefits
Comp & perks- Structured onboarding and training
- Help getting your Florida license
- CRM and client management tools
- Ongoing coaching and development
- No fees charged by the company for training or onboarding