Customer Care Consultant ($75k+ | Systems, Training & Mentorship Provided) jobs in United States
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Delaney Agency · 2 weeks ago

Customer Care Consultant ($75k+ | Systems, Training & Mentorship Provided)

Delaney Agency is a family-driven agency backed by a major national insurance organization. They are seeking a Customer Care Consultant to engage with clients who have requested information about protecting their future, focusing on providing guidance and support through a consultative approach.

Financial ServicesInsuranceTraining

Responsibilities

Follow up with warm client requests and prior inquiries (no cold outreach)
Schedule and run appointments over Zoom or phone
Ask good questions, understand the family’s needs, and guide them through options
Help clients complete the protection process with clarity and confidence
Use company tools/systems to track follow-ups and stay organized
Attend weekly virtual training + team development

Qualification

Active Life & Health licenseCommunicatorOrganizedComfortable using technologyService-mindedCoachableReliable

Required

Must be able to pass a background check + carrier contracting
Reliable cell phone, computer, and internet/Wi-Fi
Flexible availability (some evenings/weekends based on client scheduling)
Active Life & Health license OR willingness to obtain

Benefits

100% remote work with flexible scheduling
Training, mentorship, and a repeatable system to follow
Performance bonuses + incentives
Annual all-expense-paid trips for top producers
Discounted health and life coverage options
Leadership development and long-term growth opportunities

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