Sales & Client Relationship Specialist/ Insurance Career Opportunity

Allstate Insurance Agency - Briana Ray; Bohemia (NY); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Health insurance

Paid time off

Job summary

Briana Ray Agency is actively seeking a motivated sales professional in New York to grow an established book of business and drive insurance solutions for customers. You will build lasting client relationships, present tailored auto, home, life, and related insurance options, and close sales with proactive follow-ups.

Experience in financial services or insurance is a plus, and licensing is required by start date.

Qualifications

• Experience in banking, mortgage lending, life insurance, sales, or customer relationship management is beneficial.
• Strong relationship-building skills and a results-driven mindset are valued.
• Willingness to learn and take ownership of success is essential.

Responsibilities

• Build relationships with new and existing customers.
• Identify insurance needs, present solutions, and close sales.
• Quote and sell Auto, Home, Life, and related products.
• Cross-sell and conduct proactive household protection reviews.
• Manage leads, referrals, and follow-ups; maintain CRM records.

Skills

Sales experience

Relationship building

CRM management

Customer service

Tools

CRM software

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

Great With People? Driven to Grow? Let's Talk!

Are you experienced in banking, mortgage lending, life insurance, sales, or customer relationship management? Looking for a career where you can build relationships, grow professionally, and increase your earning potential?

At Briana Ray Agency, we're not looking for someone to simply fill a desk. We're looking for someone motivated, coachable, and ready to take ownership of their success.

We're an established, locally owned Allstate agency with a large client base, strong community relationships, and a team committed to helping each other succeed.

Insurance experience is a plus, not a requirement. Strong relationship-building skills, drive, and a willingness to learn matter most.

Why Join Our Team?

• Established Book of Business: Build relationships with existing clients and uncover new opportunities.
• Agency-Funded Leads & Marketing: We invest in generating business opportunities for our team.
• Training & Mentorship: Hands‑on support from an experienced agency owner and knowledgeable team.
• Multiple Products: Help customers protect their homes, vehicles, families, income, and financial futures.
• Supportive Team: Work with people who share knowledge, collaborate, and take pride in excellent service.
• Growth Opportunities: Develop your skills and increase your earning potential through performance.

What You’ll Do

• Build relationships with new and existing customers.
• Identify insurance needs, present solutions, and close sales.
• Quote and sell Auto, Home, Life, and additional insurance products
• Cross‑sell and conduct proactive household protection reviews.
• Manage leads, referrals, and follow‑ups.
• Meet established sales and activity goals.
• Maintain accurate CRM records and customer information.
• Collaborate with the team to provide an excellent customer experience.

Who We’re Looking For

We welcome professionals with backgrounds in:

• Banking, mortgage lending, and financial services.
• Life insurance and employee benefits.
• Business‑to‑business sales and account management.
• Customer relationship management and customer success.
• Consultative sales and other relationship‑driven industries.

You’ll be a great fit if you:

• Naturally connect with people and enjoy building relationships.
• Have sales experience or a strong record of customer relationship success.
• Are comfortable discussing needs, presenting solutions, and asking for the sale.
• Are motivated by goals, growth, and performance.
• Are dependable, organized, coachable, and comfortable with technology.
• Value teamwork and take ownership of your responsibilities.

Licensing & Reimbursement

New York Property & Casualty and Life insurance licenses are required by your start date.

Candidates must be willing to obtain any missing licenses promptly and cover initial licensing expenses.

Employees who complete 90 days and meet established performance targets may qualify for reimbursement of eligible licensing expenses.

Ready for Your Next Opportunity

If you’re great with people, motivated to succeed, and ready to build a meaningful career, we’d love to meet you.

Briana Ray Agency is independently owned and operated.