Client Account Specialist (Remote)

Delaney Agency; United States; Remote; USD 45,000 - 90,000; Full time

Job summary

A leading insurance agency is seeking an Insurance Sales Representative to assist clients with insurance solutions. This remote role focuses on guiding clients through protection options using a compliant process. Responsibilities include connecting with inbound requests and conducting consultations via phone or Zoom. Candidates must be authorized to work in the U.S. and possess an active Life Insurance License or be willing to obtain one. This position offers flexible scheduling and performance-based compensation.

Qualifications

• Must be authorized to work in the United States.
• Reliable phone, computer, and internet connection required.
• Ability to pass a background check.
• Reliable tech setup for phone/ video calls.
• Ability to follow structured processes.

Responsibilities

• Connect with inbound client requests for insurance information.
• Conduct virtual consultations via phone or Zoom.
• Present appropriate insurance options to clients.
• Present appropriate insurance options based on those needs.
• Assist clients through the application process.
• Follow company systems for scheduling, documentation, and follow-up.
• Participate in required training and team meetings.

Skills

Customer service skills

Sales experience

Communication skills

Ability to follow structured processes

Remote work

Education

Life Insurance License

Job description

We are hiring an Insurance Sales Representative to support individuals and families who have already requested information about insurance solutions.

This is a remote, client-facing role focused on guiding clients through simple protection options using a structured, compliant process. You’ll work with inbound requests and conduct virtual consultations via phone or Zoom.

This position is commission-based and requires state insurance licensing.

What You’ll Do

• Connect with inbound client requests who have asked for insurance information
• Conduct virtual consultations by phone or Zoom
• Ask clear questions to understand client needs
• Present appropriate insurance options based on those needs
• Assist clients through the application process
• Follow company systems for scheduling, documentation, and follow-up
• Participate in required training and team meetings

Work Schedule

• Fully remote
• Flexible scheduling based on client availability
• Evening or weekend availability may be required

Compensation

This is a performance-based, commission-only role. Earnings vary based on individual effort, activity, and results.

Requirements

• Must be authorized to work in the United States
• Ability to pass a background check
• Reliable phone, computer, and internet connection
• Comfortable communicating by phone and video
• Ability to follow structured systems and processes

Licensing Requirement

• An active Life Insurance License is required for this role.
• Candidates without a license must be willing to obtain one prior to client appointments.
• Guidance and resources are available for qualified applicants.

Preferred (Not Required)

• Experience in customer service, sales, or client-facing roles
• Comfort working independently in a remote environment

How to Apply

Qualified applicants will be contacted with next steps.