Remote Insurance Solutions Advisor

Delaney Agency

United States

On-site

USD 50,000 - 120,000

Full time

8 days ago
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Job summary

Delaney Agency is seeking an Insurance Customer Care Consultant to guide individuals and families through insurance options in a fully remote, client-facing role. You will conduct virtual consultations and assist with the application process while adhering to structured, compliant procedures.

The role is commission-based and requires an active Life Insurance license or willingness to obtain one. You will work with inbound requests, schedule follow-ups, and participate in ongoing training.

Qualifications

  • Active Life Insurance license is required or willing to obtain one.
  • 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

Responsibilities

  • 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

Skills

Customer service
Communication
Phone & video calls
Structured processes

Tools

Zoom

Job description

Delaney Agency is seeking an Insurance Customer Care Consultant to guide individuals and families through insurance options in a fully remote, client-facing role. You will conduct virtual consultations and assist with the application process while adhering to structured, compliant procedures.

The role is commission-based and requires an active Life Insurance license or willingness to obtain one. You will work with inbound requests, schedule follow-ups, and participate in ongoing training.

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