Licensed Insurance Sales Pro — Mon-Fri, Hands-on Training

DLI Finance & Insurance Services - Allstate; Cerritos (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Hands on Training

Job summary

DLI Finance & Insurance Services - Allstate in Cerritos, California is seeking a Licensed Sales Professional to consult with clients, assess needs, and offer tailored insurance solutions. Join a team committed to service excellence, ongoing training, and growth in a supportive work environment.

You will engage clients, conduct in-depth consultations, and actively promote and sell policies while maintaining strong relationships and high service standards.

Qualifications

• Active California Property & Casualty License preferred; licensing assistance provided.
• Experience in insurance sales or financial services preferred.
• Excellent verbal and written communication skills are essential.
• Strong commitment to delivering outstanding customer service.
• Demonstrated ability to meet and exceed sales targets and objectives.
• Organizational skills to manage time in a fast-paced environment.
• Team collaboration and the ability to work harmoniously in a group.
• Proficiency with CRM systems and sales technology tools.

Responsibilities

• Engage with clients to understand insurance needs and provide personalized solutions.
• Conduct in-depth consultations with policyholders to assess coverage and opportunities.
• Meet and exceed sales targets by promoting and selling insurance products.
• Assist clients with policy changes, renewals, and updates.
• Develop strategies to retain clients and minimize attrition through excellent service.
• Stay informed about insurance industry trends and regulations to provide informed guidance.

Skills

Licensing

Communication skills

Customer service

Sales skills

Time management

Teamwork

CRM proficiency

Tools

CRM

Job description

DLI Finance & Insurance Services - Allstate in Cerritos, California is seeking a Licensed Sales Professional to consult with clients, assess needs, and offer tailored insurance solutions. Join a team committed to service excellence, ongoing training, and growth in a supportive work environment.

You will engage clients, conduct in-depth consultations, and actively promote and sell policies while maintaining strong relationships and high service standards.