Life Insurance Agent
About The Position
At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. - Welcome to AAA Mountain West Group (MWG), serving Northern California, Nevada, Utah, Arizona, Alaska, Wyoming, and Montana. We believe our team should make their mark: over every mile and at every moment, we pride ourselves at helping our Members outsmart life’s obstacles. We are a not-for-profit, membership-based organization that has served our Members for over a century: from our legendary roadside assistance and award-winning insurance products to free travel planning and new innovations.
Requirements
- High School Diploma or GED
- Valid Automobile Operator's License
- Active State Resident Life Insurance License
- Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
- Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance Agents
- Computer skills in basic software applications, and navigating business applications specific to life insurance
Nice To Haves
- Bachelor's degree in related area or an equivalent combination of education and experience (preferred)
- 1+ years experience in Life Insurance and/or Annuity Sales (preferred)
- CLU, ChFC and/or LUTCF Designations (preferred)
- Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
- Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
- Demonstrated skills in prospecting and lead generation abilities (preferred)
- Bilingual communication skills (preferred)
Responsibilities
- Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities.
- Maintains high quality production and persistency standards to assure profitable growth.
- Identifies and develops sales opportunities within the community.
- Follows company approved sales process in the completion of required financial, activity and sales reporting.
- Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds.
- Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team.
- Notifies Agents in a timely manner of result with referred lead.
- Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance.
- Stays well-informed of changes and developments in policy and/or external practices.
- Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate.
- Keeps current in industry; maintains continuing education for licensure.
- Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships.
- Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.
- Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations
Benefits
- Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
- 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
- Benefits – Medical, Dental, Vision, wellness program and more!
- Paid Holidays
- Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
- Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
- Free AAA Classic Membership
- AAA Product Discounts
- Tuition Reimbursement Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
