On-site Life Insurance Sales Professionals Needed @ AAA Pinole - Phone Interview Today!!!

AAA Mountain West Group • Pinole, CA

7d • Onsite

About The Position

AAA is seeking dedicated Life Insurance Sales Professionals to join our team at the Pinole location. This role is crucial in maximizing life insurance market penetration with current members and property/casualty insureds, while also identifying and developing new sales opportunities within the community. The ideal candidate will maintain high production and persistency standards, follow the company's approved sales process, and provide support and training to frontline employees and other staff regarding lead development. Strong relationships with frontline employees, Sales Agents, and branch management are key, as is timely notification of referred lead results. This position also involves providing leads from life insureds and other calls to Sales Agents for various AAA products and services. Staying informed about industry changes, maintaining continuing education for licensure, and developing an annual business plan with the Life Sales Manager to meet goals are essential. Compliance with NCNU and AAA Life regulations, as well as external regulations, is required.

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

• Demonstrated skills in selling life insurance and annuities
• Skills to develop, track and effectively follow up on leads
• Strong knowledge in sales techniques, life product line illustrations, features and benefits
• Demonstrated skills in prospecting and lead generation abilities
• Bilingual communication skills
• Bachelor's degree in related area or an equivalent combination of education and experience
• 1+ years experience in Life Insurance and/or Annuity Sales
• CLU, ChFC and/or LUTCF Designations

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

• 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
• Medical, Dental, Vision, wellness program
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly.
• Additional 24 hours per year earmarked for volunteer activities (depending on position)
• Collaborative Environment
• Free AAA Classic Membership
• AAA Product Discounts
• Tuition Reimbursement Program

What This Job Offers

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