Field Life Insurance Agent — Growth & Commission

AAA-The Auto Club Group

Fort Collins (CO)

On-site

USD 75,000 - 100,000

Full time

4 days ago
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Benefits offered by this job

AAA membership
Adoption assistance
Tuition assistance

Job summary

AAA-The Auto Club Group in Fort Collins, CO seeks a Field Life Agent to drive growth by building relationships and developing leads for Life, Health, Annuity, Membership and Financial Services products. You will combine consultative sales, solid product knowledge, and outstanding customer service to uncover needs, close sales and meet production goals.

You will collaborate with branch partners to maximize referrals and cross-sell opportunities while ensuring compliance with policies and

Qualifications

  • Active valid State Life license is required.
  • 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 for selling 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 license
2+ years sales
Licenses for Life & Health
CLU/LUTC coursework
High School diploma
Intangible products sales

Education

High School diploma

Job description

AAA-The Auto Club Group in Fort Collins, CO seeks a Field Life Agent to drive growth by building relationships and developing leads for Life, Health, Annuity, Membership and Financial Services products. You will combine consultative sales, solid product knowledge, and outstanding customer service to uncover needs, close sales and meet production goals.

You will collaborate with branch partners to maximize referrals and cross-sell opportunities while ensuring compliance with policies and

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