Life Sales-Strategic Accounts

AAA-The Auto Club Group•IL-HIL1 Empl Work From Home, IL

3d•$114,600 - $133,700•Remote

About The Position

This role serves as a strategic business partner to AAA-appointed Independent Agents, providing consultative support to drive Life, Health, and Annuity sales growth. The position identifies new business opportunities, develops sales pipelines, and aligns ACG solutions with agency and client needs. By leveraging product expertise and strategic selling techniques, this role influences agency performance and strengthens long-term partnerships. Success in this position directly supports revenue growth, expands market penetration, staff development, and positions ACG as a preferred Life insurance partner.

Requirements

High School Diploma or equivalent
Life and Health licenses required to sell products
Valid driver's license
Minimum of 2 years’ experience with a proven record of successfully soliciting and selling life insurance products to Independent Agency Clients.
Experience selling intangible products.
Exceptionally strong working knowledge of Life Insurance and Annuity products and services
Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive client experience.
Effectively communicate complex information with prospective clients in a clear manner
Ability to prepare proposals and conduct closing interviews to sell Life and Annuity products.
Assessing and reflecting customer insurance requirements consistent with company standards when writing policies
Ability to perform mathematical calculations to determine premiums and values of Life insurance and financial products
Ability to build and maintain strong relationships with Independent Agents
Prospecting and developing new sales opportunities and meeting production requirements
Ability to work collaboratively with all team members to attain business goals.
Strong communication skills with Agency Principals & their staff keeping management informed on sales and the disposition of any Agency generated leads
Understands and can articulate to customers the financial, tax, estate and legal impacts the products have on prospective insureds
Strong organization, planning, time management and administrative skills
Representing Auto Club Group Life in a professional and positive manner
Proficient writing skills to compose routine correspondence
Working independently with minimal supervision
Good PC skills including working knowledge of MS Office Suite
Safely operating a motor vehicle to travel to various locations to attend meetings or community events
Ability and willingness to work irregular hours including evenings and weekends.

Nice To Haves

College level coursework
LUTCF, CHFC, CFP, COU, or FSCP certification
Professional designations through the American College of Financial Services
Strong knowledge of features and benefits of ACG’s comprehensive product portfolio
Knowledge of ACG systems for policy sales, quoting, etc.

Responsibilities

Responsible for building trust and developing strong working relationships with Agency Principals to optimize the sales opportunities in the book of business inclusive of IA Principal Planning, Key Man, Succession & Estate Planning.
Leverage all sales opportunities and prospect for new accounts through outbound/inbound phone calls, mailings, referrals, networking, website inquiries & seminars.
Lead/referral generation
Agency Book of Business Prospecting
Regular IA Agency Visits and marketing event collaboration
Generating Sales
Continuous Prospecting: outbound/inbound phone calls, mailings, referrals, networking, website inquiries & seminars
Quoting Life/Annuity Business on behalf of the IA Agency
Case Management
Responsible for IA Life Sales Goal Attainment
CRM Systems Tracking
Model Salesforce data to provide requested information
Utilize Salesforce to manage IA referrals and end-to-end workflow
Utilize Salesforce to document all service and sales activities
Will follow all ACG and AAA Life Company compliance guidelines
May provide minor training/important life updates to IA’s
This role will help to ensure IA Life Insurance Business is being written according to our compliance standards

Benefits

PTO, paid sick leave
Medical plans with multiple coverage options, including HSA eligibility.
Prescription drug coverage.
Dental and vision benefits.
Employee Assistance Program (confidential support services).
Company-paid basic life insurance.
Optional supplemental life insurance and dependent coverage.
Short-term and long-term disability coverage.
Critical illness, accident, and pet insurance options.
401(k) plan to support long-term financial goals. 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax. Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting. Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service.
Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options.
Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment. Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements. Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month.
Paid Holidays: Full-time employees are eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day. Holidays vary by business unit schedules. Part-time employees are eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays. Holidays vary by business unit schedules.
Paid leave programs, including parental, bereavement, jury duty, and military leave.
Tuition assistance (up to $5,250 annually; 80% covered by ACG).
Professional certification support with 100% reimbursement for eligible programs.
Opportunities for career development and advancement.
Complimentary AAA membership with roadside assistance and travel discounts.
Adoption assistance program.