Life Insurance Agent

AAA Mountain West Group • Mesa, AZ

6d

About The Position

The Life Insurance Agent maximizes life insurance market penetration among current members and property/casualty insureds while identifying new sales opportunities in the community. The role is responsible for maintaining production and persistency standards, developing and following an annual business plan with input from the Life Sales Manager, and building strong customer relationships to support profitable growth.

The agent follows company-approved sales and reporting processes, supports and trains frontline employees on identifying and developing life insurance leads, and coordinates referrals with sales agents and branch management. The position also requires staying informed about policy and industry developments, maintaining continuing education for licensure, and ensuring compliance with company and external regulations.

Requirements

• High school diploma or GED.
• Valid automobile operator's license.
• Active state resident Life Insurance License.
• Strong interpersonal, presentation, and communication skills for interacting effectively with staff, members, and insureds.
• Ability to cultivate relationships with peers and staff and educate staff to make referrals to Life Insurance Agents.
• Computer skills in basic software applications and business applications specific to life insurance.

Nice To Haves

• Demonstrated skills in selling life insurance and annuities.
• Ability to develop, track, and effectively follow up on leads.
• Strong knowledge of sales techniques and life product line illustrations, features, and benefits.
• Prospecting and lead-generation abilities.
• Bilingual communication skills.
• Bachelor's degree in a related area, or an equivalent combination of education and experience.
• At least 1 year of experience in Life Insurance and/or Annuity Sales.
• CLU, ChFC, and/or LUTCF designations.

Responsibilities

• Maximize life insurance market penetration with current members and property/casualty insureds, and identify new sales opportunities.
• Maintain production and persistency standards to support profitable growth.
• Identify and develop sales opportunities within the community.
• Follow the approved sales process and complete required financial, activity, and sales reporting.
• Provide life sales support and train frontline employees, Insurance Sales Agents (P/C), and other staff on lead development and identification.
• Establish and maintain strong working relationships with frontline employees, sales agents, and branch management.
• Notify agents promptly of the results of referred leads.
• Refer leads from life insureds and other calls to sales agents for other products and services, such as membership, auto/homeowners, and travel insurance.
• Stay informed about changes and developments in policy and external practices.
• Attend meetings to gather information, provide input, maintain communication, stay updated, and offer sales ideas when appropriate.
• Maintain industry knowledge and continuing education for licensure.
• Develop an annual business plan with input from the Life Sales Manager, covering sales goals, responsibilities, new business life sales, quality standards, and customer relationships.
• Review plan objectives and adjust strategies to align performance with annual sales goals.
• Ensure compliance with NCNU, AAA Life, and applicable external regulations.

Benefits

• Opportunity to participate in AAA discretionary annual incentive plan or other incentive plans, depending upon position.
• 401(k) company match of $1 for $1 up to 6% of eligible earnings per pay period.
• Medical, dental, and vision benefits.
• Wellness program.
• Paid holidays.
• Paid time off accrued monthly.
• Depending on position, an additional 24 hours per year for volunteer activities.
• Free AAA Classic Membership.
• AAA product discounts.
• Tuition reimbursement program.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED