Remote Financial Representative- Entry Level jobs in United States
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Delaney Agency · 3 weeks ago

Remote Financial Representative- Entry Level

Delaney Agency is seeking entry-level sales professionals to join their team as Remote Financial Representatives. The role involves conducting virtual consultations, identifying client needs, and managing a sales pipeline while receiving training and support to succeed in a commission-based environment.

Financial ServicesInsuranceTraining

Responsibilities

Conduct virtual consultations via phone or video with individuals who have requested information
Identify client needs and offer tailored coverage solutions
Follow up with prospects and manage your pipeline in our CRM
Participate in ongoing training and mentorship sessions
Work independently and meet individual performance goals

Qualification

CommunicationInterpersonal skillsBasic digital toolsSelf-disciplineCoachableLife insurance licenseGoal-oriented

Required

No sales experience required—training provided
Excellent communication and interpersonal skills
Self-disciplined, goal-oriented, and coachable
Comfortable using basic digital tools (Zoom, CRM)
Must be legally authorized to work in the U.S

Preferred

Life insurance license preferred (or willingness to obtain with guidance)

Benefits

Dental insurance
Flexible schedule
Health insurance
Vision insurance

Company

Delaney Agency

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Delaney Agency offers life insurance products and supports agents with training and resources in the insurance industry.

Funding

Current Stage
Growth Stage

Leadership Team

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Mike Delaney
Chief Data Reporting Officer
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Company data provided by crunchbase