Field Life Insurance Agent (58505)

AAA Northeast•Edgemoor, GA

3d•$21 - $21

About The Position

Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community? At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century. Generate new life business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member services and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency.

Requirements

High School or GED Required
Sales experience Required
Life Insurance License Upon Hire Required
Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required
Must complete all required AAA Life onboarding documents and training. Required

Nice To Haves

Bachelor's Degree Business Administration or related field Preferred
Insurance Experience Preferred
Industry designations (CLU, FLMI, etc.) Preferred

Responsibilities

Develop referral and networking sources that provide business opportunities in the personal life insurance and retirement planning markets as well as value-added referrals to other AAA team members.
Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family, and business financial security needs.
Establishes ongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations.
Performs an assessment of the client’s or prospective client’s assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insurance exposure and provides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs.
Prepares applications, orders physical exams and communicates with both prospective insured and vendors; follows up on the status of policies written to ensure they are issued and placed.
Completes the fulfillment process by delivering and reviewing policies with clients, establishing a payment plan, and completing required forms.
Maintains partnerships with Life insurance company representatives and underwriters and works as a liaison between the client and the insurer in the event of a claim.
Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in the CRM system (MS Dynamics) and agency management system (Applied Epic).
Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients.
Establishes and continuously maintains an understanding of the concepts and products available to meet client needs and capitalize on available opportunities.