Life Insurance Specialist

Burak Kaya

  • Stamford, Connecticut
  • 5 days ago
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    Skills

    • Communication Skillsunmatched
    • Community Relationsunmatched
    • Consultative Salesunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Customer Trainingunmatched
    • Financial Servicesunmatched
    • Health Insuranceunmatched
    • High School Diplomaunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Life Insuranceunmatched
    • Meet Sales Quotaunmatched
    • Needs Assessmentunmatched
    • Record Keepingunmatched
    • Salesunmatched
    • Sales Closing Skillsunmatched
    • Sales Cycleunmatched
    • Sales Managementunmatched
    • Training/Teachingunmatched
    • Up-Sellingunmatched

    Description

    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.

    Compensation: $100,000.00 - $125,000.00 per year




    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.

    Numbers & Facts

    LocationStamford, Connecticut
    Websitehttps://www.allstate.com/

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