Insurance Sales Lead

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November 4

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Allstate Financial Services, LLC

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Finance • B2C

Allstate Financial Services, LLC is a U. S. -based financial services subsidiary of The Allstate Corporation that provides insurance and financial products and services. It focuses on offering life insurance, annuities, retirement planning, investment products, and related financial advice and distribution through agents and digital channels to individual consumers. The company supports customer financial protection and wealth-management needs within the Allstate group.

7656 - 7656 employees

💸 Finance

👥 B2C

📋 Description

• Execute daily sales operations, mentoring team members, managing leads, and driving production. • Make outbound calls daily to generate new business. • Convert internet leads into closed business. • Balance personal production with Leadership duties effectively. • Organize and prioritize activities to ensure task completion and sales goal alignment. • Establish and maintain customer relationships, including regular follow-up. • Immediately report customer issues and escalate emergency situations, as necessary.

🎯 Requirements

• Must hold an active P&C and Life Insurance License • Must have a min of 2 years of Allstate Insurance experience • Lead by example: Make calls, quote policies, and close sales daily. • Provide on-the-spot coaching and real-time support to team members during the sales process. • Motivate the team to hit daily, weekly, and monthly goals. • Support onboarding and development of new team members. • Report daily team sales activity and performance results to agency leadership. • Initiate cold calls and follow up on appointments, referrals, networking, and marketing leads. • Develop strong networking relationships with Real Estate Agents, Mortgage Lenders, Auto Dealers, Title Companies, and local businesses. • Maintain daily lead management practices. • Document all customer conversation history in the CRM system. • Ensure client satisfaction for all new business sales. • Complete all required training (online and offline).

🏖️ Benefits

• Competitive salary • Flexible schedule • Paid time off • Training & development