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The Delaney Agency

Licensed agency providing life insurance products

Client Service and Sales Representative

Insurance Sales & AgencyPosted on Nov 10
Full-timeWashington, USA

About the Job

Requirements

  • Applicants must live in Washington.
  • Applicants must be authorized to work in the United States.
  • Applicants must communicate clearly and be willing to learn.
  • Applicants must be able to stay organized and manage daily activity.
  • Applicants must be comfortable working independently with support.
  • Applicants must be willing to obtain a Washington life and health insurance license; the license is not required to apply.
  • Applicants must have a Washington resident life and health insurance license before working with clients.

Responsibilities

  • Connect with people who requested information about coverage; cold calling is not required.
  • Understand clients’ needs and present suitable life insurance options.
  • Guide clients through the application process.
  • Follow up and stay in touch with clients.
  • Use the provided customer relationship management system to track activity and manage the work week.

About the Company

The Delaney Agency

Licensed agency providing life insurance products

What the Delaney Agency does: A licensed agency within Symmetry Financial Group that helps families and individuals protect what matters most by offering life insurance solutions, including mortgage protection, disability, retirement protection, term life, and more. With access to over 30 top carriers, it helps clients find personalized coverage that fits their budget. How the product works: The agency assesses clients’ needs and connects them with suitable life insurance options from multiple carriers, providing quotes and tailored coverage through a licensed agent with guidance and tools. How it differentiates from competitors: It combines a national network's breadth (30+ carriers) with local, client-focused service and industry-leading training and tools for its sales force, backed by recognitions for company culture. What its goal is: To protect families by delivering personalized life insurance and related protections while empowering its sales team with training and resources.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
North Carolina, United States
Founded
2011

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