Delaney Agency · 1 month ago
Remote Financial Representative- Entry Level
Delaney Agency is seeking entry-level sales professionals to join their team in remote sales. The role involves conducting virtual consultations with clients, identifying their needs, and offering tailored coverage solutions while managing a sales pipeline.
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
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