Allstate Life and Health Insurance Sales Representative- Remote

Allstate- The Tracy Agency; Tracy (CA); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Work from Home

PTO

Flexible Schedule

Vision Insurance

Dental Insurance

Health Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Parental Leave

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Job summary

Allstate- The Tracy Agency in Tracy, California seeks a Life and Health Insurance Sales Representative to help clients secure their financial futures through tailored insurance solutions. You will engage clients, assess needs, and provide personalized recommendations.

This role emphasizes relationship-building, proactive client outreach, and skilled product explanation. Licensing is required, and familiarity with CRM tools supports performance and career growth.

Qualifications

• Active Life and Health Insurance License required.
• Prior life and health insurance sales experience preferred.
• Strong verbal and written communication skills.
• Customer-focused with ability to build relationships.
• Self-motivated and able to work independently.
• Ability to meet and exceed sales targets.
• Proficient with CRM systems and sales tools.

Responsibilities

• Develop and maintain client relationships and assess life/health needs.
• Proactively seek new clients and provide life/health solutions.
• Explain insurance concepts clearly to support informed decisions.
• Monitor client accounts and policy renewals; handle inquiries.
• Represent the agency at local community events.
• Stay informed on products to offer up-to-date recommendations.

Skills

Communication

Customer focus

Self-motivation

Interpersonal skills

Sales targets

CRM proficiency

Independent work

Tools

CRM systems

Sales tools

Job description

Job Description

Join the vibrant team at Allstate- The Tracy Agency, where we focus on building lasting relationships and providing outstanding insurance services. Located in the heart of Tracy, California, we are known for our tailored approach to life and health insurance solutions. As a Life and Health Insurance Sales Representative, you will play a vital role in our mission to secure the financial futures of our clients. We are dedicated to fostering a welcoming and inclusive environment that encourages innovative thinking and professional growth. Our team thrives on positivity and mutual support, making it the ideal place for motivated individuals with an interest in developing their sales careers within the insurance industry. If you have a knack for connecting with clients and a passion for providing exceptional service, this could be the perfect opportunity for you to make a meaningful impact. Consider joining us at Allstate- The Tracy Agency and become part of a community that values integrity, trust, and excellence in every interaction.

Benefits

• Work from Home
• Paid Time Off (PTO)
• Flexible Schedule
• Vision Insurance
• Dental Insurance
• Health Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Parental Leave
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities

Responsibilities

Client Engagement: Develop and maintain relationships with clients by understanding their life and health insurance needs and delivering tailored services.

Sales Generation: Proactively seek new clients and opportunities to provide both life and health insurance solutions.

Consultative Selling: Explain complex insurance concepts clearly and effectively, assisting clients in making informed decisions.

Account Management: Monitor client accounts and policies, ensuring timely renewals and addressing any arising inquiries or changes.

Community Involvement: Represent the agency in local community events and build positive relationships and visibility.

Product Knowledge: Stay informed on the ever-evolving insurance products and services to provide up-to-date recommendations to clients.

Requirements

Licensing: Active Life and Health Insurance License is required

Experience: Previous experience in life and health insurance sales or a related field is advantageous

Communication Skills: Strong verbal and written communication skills

Customer Focus: A commitment to putting customer needs first

Self-Motivation: Ability to work independently while being part of a team

Target-Oriented: Proven ability to meet and exceed sales targets

Interpersonal Skills: Ability to establish and maintain strong client relationships

Tech Skills: Proficiency in CRM systems and other sales tools