Sales Insurance 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

Company Description Allstate Financial Services, LLC is the proprietary registered Broker-Dealer of the Allstate Corporation, focused on helping customers protect what matters most and plan for their financial future. The organization offers a broad range of financial products, including life insurance, annuities, mutual funds, retirement solutions, and college savings programs. Personal Financial Representatives provide securities through Allstate Financial Services, LLC (LSA Securities in LA and PA), a registered Broker-Dealer and member of FINRA and SIPC. The main office is located in Lincoln, Nebraska, and the company supports a national network of financial professionals committed to delivering responsible, customer-focused financial guidance.

Role Description The Sales Insurance Producer is a full-time hybrid role based in Stamford, CT, with a combination of in-office and work-from-home responsibilities. This role focuses on prospecting and developing new client relationships, as well as servicing and growing existing accounts by offering life insurance, annuities, mutual funds, retirement, and college savings products. Day-to-day tasks include conducting client needs assessments, presenting tailored insurance and financial solutions, preparing proposals, and managing the end-to-end sales process from initial contact through onboarding. The Sales Insurance Producer will follow compliance and regulatory standards, maintain accurate records in the CRM system, and collaborate with internal teams to ensure smooth policy issuance and ongoing customer support. The role also involves participating in local marketing activities, networking events, and community outreach to build brand presence and generate referrals.

Qualifications

• Strong sales, negotiation, and relationship-building skills, with a track record of meeting or exceeding targets in insurance or financial services.
• Ability to understand and explain life insurance, annuities, mutual funds, retirement planning, and college savings programs in clear, accessible terms.
• Solid client service, communication, and interpersonal skills, including active listening and consultative selling.
• Comfort with hybrid work arrangements, including effective time management, organization, and self-direction in both office and remote settings.
• Proficiency with CRM systems, basic office software, and digital tools used for virtual meetings and online client engagement.
• Relevant state insurance producer license (or ability to obtain within a designated timeframe); securities registrations such as Series 6 or 7 and applicable state registrations are highly preferred.
• Prior experience in insurance, brokerage, banking, or financial planning is beneficial, as is knowledge of regulatory and compliance requirements (FINRA, SEC, state insurance regulations).
• High school diploma required; bachelor's degree in business, finance, economics, or a related field is preferred.
• Commitment to ethical conduct, inclusion, and providing unbiased, customer-centric financial guidance.