Field Life & Financial Services Advisor

AAA-The Auto Club Group; Farmington Hills (MI); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Unlimited income potential

Base pay with commissions

401(k) plan with company match

Tuition assistance

Job summary

AAA The Auto Club Group in Farmington Hills, MI seeks a Field Life Agent to grow member relationships and drive sales of Life, Health, Annuity, Membership, and Financial Services products. You will develop leads, present proposals, and close sales with strong service and knowledge.

The role involves consultative selling within an office setting, collaboration with branch partners, and achieving production goals. A license in Life/Health and 2+ years of relevant experience are required.

Qualifications

• Active valid State Life license
• Ability to take and pass LUTC or CLU coursework
• Maintain Life and Health licenses required to sell products
• Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
• High School diploma or equivalent
• Minimum of 2 years’ experience with a proven record of successfully soliciting and selling life insurance products
• Experience selling intangible products

Responsibilities

• Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location
• Develop leads and prospects for new accounts through marketing activities such as phone calls, mailings, referrals, networking, website inquiries, and seminars
• Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products
• Achieve established sales goals
• Maintain thorough knowledge of product features, marketing techniques, and sales techniques
• Use sound sales practices when working with customers
• Respond to customer inquiries and problems
• Build sales opportunities through customer engagement and follow-up
• Complete appropriate applications and forms
• Follow internal processing procedures to ensure transactions comply with company policies and practices
• Prepare reports documenting prospecting and sales activities
• Maintain specified production standards and persistency levels for required products
• Work collaboratively with others in the Branch to reach business goals
• Maximize leads, sales opportunities, and cross-sell opportunities
• Assist Underwriting and Brokerage Departments in satisfying requirements

Skills

Life insurance sales

Licensing to sell Life/Health

Excellent communication

Relationship building

Lead generation

Consultative selling

Team collaboration

Education

High School diploma or equivalent

Job description

AAA The Auto Club Group in Farmington Hills, MI seeks a Field Life Agent to grow member relationships and drive sales of Life, Health, Annuity, Membership, and Financial Services products. You will develop leads, present proposals, and close sales with strong service and knowledge.

The role involves consultative selling within an office setting, collaboration with branch partners, and achieving production goals. A license in Life/Health and 2+ years of relevant experience are required.