Remote Client Service and Sales Representative

Responsibilities

Connect with individuals who have requested life insurance information to understand their needs and present suitable coverage options. Guide clients through the application process while maintaining contact and managing activity via the provided CRM.

Requirements

Candidates must reside in New Mexico and be authorized to work in the U.S. A willingness to obtain a New Mexico life and health insurance license is required, along with strong communication and organizational skills.

Skills

• Client service
• Sales
• Life insurance
• Communication
• Organization
• CRM management
• Relationship building
• Time management

Benefits

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

About this role

What is the job? Helping individuals and families who have asked about life insurance choose and apply for coverage.
Who is it for? People who are good with people. No sales or insurance experience is needed; we train you and help you get licensed.
Where? This is a remote role for people who live in New Mexico. You'll work from home and meet clients by phone and video.
How is it paid? Commission only, as a 1099 contractor. Details below.
Licensing
You'll need a New Mexico 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 Mexico 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 Mexico
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 Mexico 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