Remote Client Service and Sales Representative

The Delaney Agency llc; Seattle (WA); Remote; USD 75,000 - 120,000; Part time

Benefits offered by this job

Licensing support

No training fees

Remote work

Job summary

The Delaney Agency llc in Washington state is seeking people with a care mindset to help families protect their finances. This remote role requires no prior insurance background; we provide training and guide you through the licensing process.

You will engage with individuals who request information, assess their needs, present suitable life insurance options, and shepherd them through the application while maintaining ongoing client contact via our CRM.

Qualifications

• Must reside in Washington state and be authorized to work in the U.S.
• Willing to obtain a Washington life and health license with company guidance
• Excellent communication and organizational skills
• Ability to work independently and stay organized
• Willing to learn and adapt in a remote setup

Responsibilities

• Speak with people who requested information about life insurance
• Understand client needs and present suitable coverage options
• Guide clients through the application process
• Follow up and maintain relationships using the CRM

Skills

Communication

Client management

CRM usage

Independent work

Tools

CRM software

Job description

If you've worked in nursing or caregiving, you've spent years earning people's trust at important moments. This role uses the same care, applied to protecting families financially.

You'll speak with people who have asked about life insurance, understand their situation and help them choose and apply for coverage. 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 Washington. You'll work from home and meet clients by phone and video.

Licensing

You'll need a Washington 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 Washington 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 Washington
• 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 Washington 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.