Logo for The Delaney Agency

Remote Client Sales Associate

Role overview

Summary

This role focuses on engaging with clients who have expressed interest in life insurance. You will provide guidance through the application process while receiving structured training and support from the company.

Qualifications

  • Live in Arizona.
  • Authorized to work in the U.S.
  • Clear communication and a willingness to learn.
  • Able to stay organized and manage your daily activity.
  • Willing to get an Arizona life and health insurance license.

Responsibilities

  • Connect with people who have requested information about coverage.
  • Understand their needs and present life insurance options that fit.
  • Guide them through the application process.
  • Follow up and stay in touch with your clients.

Key facts

Hard skills

Other skills

  • Communication
  • Sales
  • Coaching
  • Training And Development
  • Willingness To Learn

About the company

The Delaney Agency logo

The Delaney Agency

  • Insurance Brokerage & Agencies
  • SME
  • 201–500
At Symmetry Financial Group, we are committed to helping families and individuals protect what matters most. Helping communities since 2009, we connect our clients with best-fitting insurance products while providing our sales force with industry-leading training and tools. CultureIQ and Entrepreneur's Top Company Culture List, 2019 Top Company Cultures, Entrepreneur Magazine, 2017 Best Places to Work for Recent Grads, Experience™ a ConnectEDU company, 2012 A licensed agency within Symmetry Financial Group, a nationally recognized organization offering life insurance solutions including mortgage protection, disability, retirement protection, term life and more. With access to over 30 of the top carriers, I can help you find personalized coverage to fit your budget. At Symmetry Financial Group, we are committed to helping families and individuals protect what matters most. Helping communities since 2009, we connect our clients with best-fitting insurance products while providing our sales force with industry-leading training and tools.

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Here's what this job actually looks like. Most of your week is scheduled conversations, by phone or video, with people who have already asked about life insurance. You listen, work out what they need, show them options that fit and help them apply. The rest is follow-up, training and coaching.

No prior insurance experience is required. We provide structured training and support while you learn.

This is a remote role for people who live in Arizona. You'll work from home and meet clients by phone and video.

Licensing

You'll need a Arizona resident life and health insurance license before you can work with clients. You don't need it to apply. We'll guide you through the pre-licensing course and the state exam.

What You'll Do

  • Connect with people who have requested information about coverage. No cold calling
  • Understand their needs and present life insurance options that fit
  • Guide them through the application process
  • Follow up and stay in touch with your clients
  • Use the CRM we provide to track your activity and manage your week

What We Provide

  • Structured onboarding and training
  • Help getting your Arizona license
  • CRM and client management tools
  • Ongoing coaching and development

Compensation

This is a 1099 independent contractor role, paid 100% on commission from completed sales. There is no base salary.

The pay range is $75,000 to $120,000 a year, all commission. Earnings depend on your activity, consistency and results, and are not guaranteed.

Requirements

  • Live in Arizona
  • Authorized to work in the U.S.
  • Clear communication and a willingness to learn
  • Able to stay organized and manage your daily activity
  • Comfortable working independently, with support
  • Willing to get a Arizona life and health insurance license (we'll help)

Additional Information

There are no fees charged by the company for training or onboarding. State licensing costs, where they apply, are paid directly to the state licensing authority.

Related jobs

See all B2C Sales Associate jobs

Other jobs at The Delaney Agency