Field Life Insurance Agent I
About The Position
Responsible for promoting and selling life insurance products to prospective and existing clients through phone, virtual, and in-person interactions. The role focuses on developing core sales skills, learning life insurance products and underwriting fundamentals, and delivering Five Diamond service while meeting established performance expectations. The agent works under regular guidance while building proficiency in consultative selling, needs-based recommendations, and end-to-end sales processing. This position supports the development of a strong foundation in life insurance sales skills and experience.
Requirements
- High school diploma or GED required.
- At least 2 years of sales experience required.
- Life Insurance License required upon hire.
- Must be appointed as an Agent for AAA Life; failure to be appointed will result in the job offer being rescinded or employment being terminated.
- Must complete all required AAA Life onboarding documents and training.
Nice To Haves
- Bachelor’s degree in Business Administration or a related field preferred.
- At least 1 year of insurance experience preferred.
- Industry designations such as CLU or FLMI preferred.
Responsibilities
- Generate life insurance sales opportunities through inbound inquiries, outbound follow-up, referrals, and assigned lead sources to support a consistent sales pipeline.
- Educate and counsel prospective and existing clients on basic life insurance products and coverage options to support informed purchasing decisions.
- Gather client information and conduct foundational needs assessments to identify appropriate life insurance solutions under established guidelines.
- Execute the sales process accurately, including quoting, application completion, collection of requirements, and follow-up through issued and paid status with appropriate support.
- Meet individual sales goals, activity expectations, and quality standards while developing efficiency and confidence in the sales role.
- Build rapport and establish positive client relationships by delivering Five Diamond service during all communications and transactions.
- Accurately document client interactions, applications, and policy activity within assigned CRM and agency management systems.
- Develop and maintain knowledge of life insurance products, underwriting basics, sales techniques, and organizational policies and procedures.
Benefits
- Medical coverage with employer contributions covering up to 93% of the premium cost.
- Dental and vision options.
- 401(k) retirement plan with a 6% company match; contributions are fully vested and made every pay period.
- Three weeks of vacation, 12 holidays, and 8 sick days.
- 48 hours of annual volunteer time.
- Free AAA membership.
- Insurance discounts.
- Travel commission refund.
- Up to $625 in wellness incentives.
- Up to $6,000 in tuition reimbursement.
- Annual bonus opportunities and, for certain roles, additional monthly and/or quarterly incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
