Sales & Relationship Pro — Insurance & Financial Services

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

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.