Field Life & Financial Services Advisor

AAA-The Auto Club Group; Coon Rapids (MN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

AAA membership benefits

Adoption assistance program

Tuition assistance

Job summary

AAA The Auto Club Group in Minnesota seeks a Field Life Agent to drive growth by building relationships and developing leads across Life, Health, Annuity, Membership, and Financial Services products. You will combine consultative sales, product knowledge, and exceptional service to uncover needs, close sales, and meet production goals.

Collaborating with branch partners, you will maximize referrals and cross-sell opportunities while supporting member satisfaction and long-term relations with

Qualifications

• Active valid State Life license to sell life and health products.
• Ability to take and pass LUTC or CLU coursework.
• Maintain Life and Health licenses required for selling Auto Club Group products.
• Possession of a valid State driver’s license.
• Must qualify, obtain, and maintain all applicable state licenses and appointments.
• High School diploma or equivalent.
• Minimum of 2 years' experience in selling life insurance products.
• Experience selling intangible products.

Responsibilities

• Solicit and sell Life & Health insurance and Annuity products within the branch with minimal supervision.
• Develop leads and prospects via marketing activities and referrals.
• Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products.
• Achieve established sales goals.
• Maintain thorough knowledge of product features and sales techniques.
• Respond to customer inquiries and build sales opportunities through engagement.
• Complete applications and ensure compliance with company policies.
• Prepare reports documenting prospecting and sales activities.
• Collaborate within the Branch to maximize leads and cross-sell opportunities.
• Assist Underwriting and Brokerage Departments in satisfying requirements.

Skills

Life license

CLU coursework

Driver's license

State licenses

HS diploma

Life insurance sales

Selling intangible products

Education

High School diploma or equivalent

Job description

AAA The Auto Club Group in Minnesota seeks a Field Life Agent to drive growth by building relationships and developing leads across Life, Health, Annuity, Membership, and Financial Services products. You will combine consultative sales, product knowledge, and exceptional service to uncover needs, close sales, and meet production goals.

Collaborating with branch partners, you will maximize referrals and cross-sell opportunities while supporting member satisfaction and long-term relations with