Remote Client Service and Sales Representative

Responsibilities

You will connect with individuals and families to explain life insurance options and guide them through the application process. Additionally, you will use a CRM to track activity and maintain ongoing communication with your clients.

Requirements

Candidates must reside in New York and be authorized to work in the U.S. You must be willing to obtain a New York resident life and health insurance license, for which the company provides training and support.

Skills

• Client service
• Sales
• Communication
• Organization
• Life insurance
• Health insurance
• CRM management
• Time management
• Customer relationship management
• Problem solving

Benefits

• Structured onboarding
• Training
• Coaching and development
• CRM tools

About this role

If you've taught, you already know how to explain something clearly, stay patient and help someone reach a decision. Those are the skills this role is built on.
You'll work with individuals and families who have asked about life insurance, help them understand their options and guide them through applying. No sales or insurance background is needed. We train you and help you get licensed.
This is a remote role for people who live in New York. You'll work from home and meet clients by phone and video.
Licensing
You'll need a New York resident life and health insurance license before you can work with clients. You don't need it to apply. We'll guide you through the pre-licensing course and the state exam.
What You'll Do
Connect with people who have requested information about coverage. No cold calling
Understand their needs and present life insurance options that fit
Guide them through the application process
Follow up and stay in touch with your clients
Use the CRM we provide to track your activity and manage your week
What We Provide
Structured onboarding and training
Help getting your New York license
CRM and client management tools
Ongoing coaching and development
Compensation
This is a 1099 independent contractor role, paid 100% on commission from completed sales. There is no base salary.
The pay range is $75,000 to $120,000 a year, all commission. Earnings depend on your activity, consistency and results, and are not guaranteed.
Requirements
Live in New York
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 New York life and health insurance license (we'll help)
Additional Information
There are no fees charged by the company for training or onboarding. State licensing costs, where they apply, are paid directly to the state licensing authority.

About The Delaney Agency llc

Financial Services · 201-500 employees · headquartered in Asheville, North Carolina · founded 2011