Remote Life & Health Insurance Sales Rep

Allstate- The Tracy Agency; Tracy (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from Home

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

Paid Time Off (PTO)

Job summary

Allstate- The Tracy Agency in Tracy, California is seeking a Life and Health Insurance Sales Representative to build relationships and deliver tailored insurance solutions. The role focuses on guiding clients through coverage options and securing their financial futures.

You will develop new business, maintain client accounts, explain complex policies in clear terms, and stay up to date with product offerings.

Qualifications

• Active Life and Health Insurance License is required.
• Experience in life and health insurance sales is advantageous.
• Customer-focused approach; able to work independently and in a team.

Responsibilities

• Develop and maintain client relationships by understanding life and health insurance needs.
• Proactively seek new clients and offer life and health insurance solutions.
• Explain insurance concepts clearly to help clients make informed decisions.
• Monitor client accounts and policies, ensuring renewals and handling inquiries.
• Represent the agency at local community events to build visibility.
• Stay informed on evolving insurance products to provide up-to-date recommendations.

Skills

Client relationships

Sales targets

CRM proficiency

Interpersonal skills

Self-motivation

Tools

CRM systems

Sales tools

Job description

Allstate- The Tracy Agency in Tracy, California is seeking a Life and Health Insurance Sales Representative to build relationships and deliver tailored insurance solutions. The role focuses on guiding clients through coverage options and securing their financial futures.

You will develop new business, maintain client accounts, explain complex policies in clear terms, and stay up to date with product offerings.