Life Insurance Specialist

Burak Kaya•Stamford, CT

2d•Hybrid

About The Position

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! 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.

Requirements

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

Nice To Haves

Prior experience in life insurance sales or financial services preferred
Bachelor's degree in business or related field a plus

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