Life Insurance Specialist

Allstate Insurance Agency - Burak Kaya

Life Insurance Specialist

Stamford, CT
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Flexible schedule

    Free food & snacks

    Health insurance

    Opportunity for advancement

    Paid time off

    Training & development

    About the Role:

    The Wright Agency is looking for a driven and personable Life Insurance Specialist to join our growing team in Stamford, CT. In this role, you'll have the opportunity to make a real difference in people's lives by helping clients protect what matters most. If you're passionate about financial wellness and building lasting client relationships, we want to hear from you!

    Responsibilities:

    Prospect, quote, and sell life insurance policies to new and existing clients

    Conduct needs-based assessments to recommend appropriate life insurance products and coverage levels

    Build and maintain a strong book of business through referrals, networking, and outbound outreach

    Educate clients on term life, whole life, and universal life insurance options

    Follow up with leads and manage the full sales cycle from initial contact to policy issuance

    Collaborate with agency team members to cross-sell and upsell additional Allstate products

    Maintain accurate client records and activity logs using agency CRM tools

    Requirements:

    Active Connecticut and/or New York Life & Health Insurance License (or ability to obtain one promptly)

    Prior experience in life insurance sales or financial services preferred

    Strong communication, consultative selling, and closing skills

    Self-motivated with the ability to work independently and meet sales targets

    Proficiency with CRM software and basic office technology

    Customer-focused mindset with a commitment to integrity and professionalism

    High school diploma required; bachelor's degree in business or related field a plus

    About Us:

    The Wright Agency is a trusted local agency serving the states of CT and NY over 50 years. Our mission is "Unwavering dedication to building long-term relationships through exceptional service, care, integrity and financial security while providing peace of mind to families, businesses and communities by protecting what matters the most. "

    Flexible work from home options available.

    The agency staff opportunity is not an employment opportunity directly with Allstate Insurance Co.; but rather employment as a staff member with Allstate Exclusive Agents, who are independent contractors. ® 2021 Allstate Insurance Co.