Remote Life & Health Insurance Sales Pro

Allstate- The Tracy Agency; Tracy (CA); À distance; USD 50 000 - 90 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Communication

Customer focus

Self-motivation

Interpersonal skills

Sales targets

CRM proficiency

Independent work

Outils

CRM systems

Sales tools

Description du poste

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.