Life Insurance Agent

AAA Mountain West Group • Mesa, AZ

1d

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 maintains production and persistency standards to support profitable growth and follows the company-approved sales process, including required financial, activity, and sales reporting.

The agent supports and trains frontline employees, property/casualty Insurance Sales Agents, and other staff on developing and identifying life insurance leads. The role builds relationships with colleagues and branch management, communicates results on referred leads, and refers customers to agents for other products and services. It also stays informed about policy, industry, and regulatory developments, and maintains continuing education for licensure.

In collaboration with the Life Sales Manager, the agent develops and reviews an annual business plan covering sales goals, quality standards, and customer relationships. The position ensures compliance with NCNU, AAA Life, and applicable 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 to interact effectively with staff, members, and insureds.
• Ability to cultivate relationships with peers and staff and educate staff to make life insurance referrals.
• Computer skills in basic software applications and life-insurance-specific business applications.

Nice To Haves

• 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.
• Demonstrated skills in selling life insurance and annuities, and in developing, tracking, and following up on leads.
• Strong knowledge of sales techniques and life product illustrations, features, and benefits.
• Prospecting and lead-generation abilities.
• Bilingual communication skills.

Responsibilities

• Maximize life insurance sales among current members and property/casualty insureds, while identifying new 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, property/casualty Insurance Sales Agents, and other staff on lead development and identification.
• Build and maintain working relationships with frontline employees, Sales Agents, and branch management.
• Notify Agents promptly of results from referred leads.
• Refer leads from life insureds and other calls to Sales Agents for membership, auto, homeowners, travel insurance, and other products or services.
• Stay informed about policy changes, external practices, and industry developments; attend meetings and maintain continuing education for licensure.
• Develop an annual business plan with input from the Life Sales Manager, including sales goals, quality standards, and customer relationship objectives.
• Review business 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 on position.
• 401(k) matching: $1-for-$1 company match 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