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.
As a licensed sales professional, you'll learn the business inside and out. You'll help grow an Allstate agency and build relationships in your community.
And that's just the beginning. Continue your journey and explore other exciting opportunities within the agency and beyond, including potentially becoming an Allstate agency owner.
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.