Insurance Specialist Jobs

About The Position

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

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
• Flexible work from home options available