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Life Insurance Specialist

Allstate Insurance Agency - Burak Kaya
Posted 2 days ago, valid for 19 days
Location

Stamford, Fairfield, CT

Salary

$100,000 - $125,000 per year

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance

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Sonic Summary

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  • The Wright Agency is seeking a Life Insurance Specialist in Stamford, CT, offering a competitive salary with performance-based bonuses.
  • Candidates should have prior experience in life insurance sales or financial services, preferably with an active Connecticut and/or New York Life & Health Insurance License.
  • This role involves prospecting, quoting, and selling life insurance policies while building and maintaining client relationships.
  • The ideal candidate will possess strong communication and consultative selling skills, along with a customer-focused mindset.
  • Benefits include a 401(k) plan with matching, flexible scheduling, health insurance, and opportunities for advancement.
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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