Life Insurance Specialist

Job Description

Job Description

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.