Allstate Insurance and Financial Services Account Manager

Allstate Agency of Jared Burns-Coffin; Walnut Creek (CA); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Allstate Agency of Jared Burns-Coffin in Walnut Creek, CA is seeking an Insurance Sales Representative to build relationships with customers and educate them about insurance options through a needs-based consultative approach.

You will develop leads, schedule appointments, and work with the team to meet sales goals, earning a competitive salary with commission and opportunities for advancement, plus comprehensive benefits and paid time off.

Qualifications

• Experience in sales and customer-facing roles is preferred.
• Ability to educate customers about insurance options using a needs-based approach.
• Strong communication and interpersonal skills.

Responsibilities

• Establish customer relationships and follow up as needed.
• Educate customers about insurance options using a needs-based review process.
• Develop leads, schedule appointments, and meet marketing goals.
• Achieve sales goals through new business and cross-selling.
• Maintain a professional customer experience with strong work ethic.

Skills

Sales experience

Communication skills

Self-motivated

Organizational skills

People-oriented

Education

Property and Casualty license (must be able to obtain)

Life and Health license (must be able to obtain)

Job description

Are you looking for a meaningful career in a local business that has a national brand people recognize and trust?

Successful Allstate Agency owner Jared Burns-Coffin is seeking a qualified professional to join their winning team for the role of Insurance Sales Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Responsibilities

• Establish customer relationships and follow up with customers, as needed
• Use a customer-focused, needs-based review process to educate customers about insurance options
• Work with the agent to establish and meet marketing goals
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
• Achieve sales goals through generating new business and cross-selling existing customers
• Maintain a strong work ethic with a total commitment to success each and every day

As an Agent Team Member, you will receive...

• 401K with match
• Hourly pay plus commission/bonus (unlimited commission earning potential)
• Health benefits
• Paid time off (vacation and personal/sick days)
• Comprehensive on the job training (get paid to learn!)
• Valuable experience
• Growth potential/Opportunity for advancement within my agency
• Opportunity for growth at Allstate Corporation

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Proactive in problem solving
• Dedicated to providing a professional customer experience
• Pride in getting work done accurately and timely
• Ability to multi-task
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Office hours are Monday - Friday 8:30am to 5:30pm (includes some evening and weekend appointments)

Good Work. Good Life. Good Hands® The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. That's why now is an exciting time to join our team. As a leader in a corporation with 83,000 employees and agency force members, you'll have a hand in transforming not only Allstate but a dynamic industry. You'll have opportunities to take risks, challenge the status quo, and shape the future for the greater good.

Everything we do at Allstate is driven by a shared purpose: to protect people from life's uncertainties so they can realize their hopes and dreams. For 89 years, we've thrived by staying a step ahead of whatever's coming next – to give customers peace of mind no matter what changes they face. We are the Good Hands. We don't follow the trends. We set them.