Life Insurance Specialist

Allstate Insurance Agency - Kristie Barrett

Life Insurance Specialist

Plano, TX
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Vision insurance

    Life Insurance Specialist – Allstate Agency (Plano, TX) Full-time | In-Office

    We are a top-performing Allstate agency focused on growth, professionalism, and doing what’s right for our customers. We are looking for a motivated Life Insurance Specialist who can educate clients, build relationships, and help protect families through smart insurance planning.

    About the Role This position focuses on life insurance solutions including Term, Whole Life, IUL, GUL, and supplemental products. You will receive warm internal referrals, work existing policyholders, and generate new business through follow-up and proactive outreach. This is not a cold-calling boiler room — we value quality conversations, education, and closing with integrity.

    What You'll Do

    Conduct needs-based life insurance discussions with existing and prospective clients

    Present tailored life insurance solutions and close qualified opportunities

    Follow up on warm leads and internal referrals from P&C agents

    Build strong client relationships and deliver a high-touch experience

    Maintain accurate application and compliance documentation

    Collaborate with agency sales leadership to meet monthly goals

    What We’re Looking For

    Active Life & Health license (required)

    Experience in life insurance sales or financial services preferred

    Professional communicator with consultative sales mindset

    Strong follow-up, organization, and relationship-building skills

    Ability to simplify complex concepts and build trust with clients

    High integrity and passion for helping families protect what matters most

    What We Offer

    Base salary + strong commission structure

    Warm internal lead flow (existing book + referrals)

    Team-oriented, supportive environment

    Growth and leadership opportunities

    Recognition and performance bonuses

    Schedule Monday–Friday, in-office, standard business hours

    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.