Hybrid Insurance & Financial Solutions Producer

Allstate Financial Services, LLC; Stamford (CT); Hybrid; USD 60,000 - 120,000; Full time

Job summary

Allstate Financial Services, LLC is seeking a Sales Insurance Producer in Stamford, CT. This full-time hybrid position focuses on prospecting and growing client relationships by offering life insurance, annuities, mutual funds, retirement, and college savings products.

You will conduct client needs assessments, present tailored solutions, prepare proposals, and manage the end-to-end sales process with CRM record-keeping and compliance.

Qualifications

• Strong sales, negotiation, and relationship-building skills with a track record of meeting targets.
• Ability to understand and explain life insurance, annuities, mutual funds, retirement planning products.
• Solid client service, communication, and interpersonal skills, including active listening and consultative selling.
• Comfort with hybrid work arrangements, including time management and self-direction in office and remote settings.
• Proficiency with CRM systems and digital tools used for virtual meetings and client engagement.

Responsibilities

• Conduct client needs assessments and present tailored insurance and financial solutions.
• Prepare proposals and manage end-to-end sales process from initial contact through onboarding.
• Maintain accurate CRM records and collaborate with internal teams for policy issuance and support.
• Engage in local marketing activities, networking events, and community outreach to generate referrals.
• Build and nurture relationships with new and existing clients to grow accounts.

Skills

Sales & Negotiation

Relationship Building

Client Needs Assessment

Presentation & Communication

Networking

Time Management

Education

High school diploma

Bachelor's degree preferred

Tools

CRM systems

Office software

Virtual meeting tools

Job description

Allstate Financial Services, LLC is seeking a Sales Insurance Producer in Stamford, CT. This full-time hybrid position focuses on prospecting and growing client relationships by offering life insurance, annuities, mutual funds, retirement, and college savings products.

You will conduct client needs assessments, present tailored solutions, prepare proposals, and manage the end-to-end sales process with CRM record-keeping and compliance.