The Life Insurance Specialist is responsible for prospecting, quoting, and selling life insurance policies while conducting needs-based assessments for clients. They will also manage the full sales cycle, maintain client records in a CRM, and collaborate with the team to cross-sell additional products.
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. "
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Marketing Manager
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