Life Insurance Specialist
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AI Summary
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. "
Flexible work from home options available.
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