Field Life Insurance Agent I (60781)

AAA Northeast; Framingham (MA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health Coverage

401(k) retirement plan with company 6%

Paid time off

Free AAA membership

Insurance discounts

Wellness incentives

Tuition reimbursement

Job summary

AAA Northeast is seeking a Life Insurance Sales Associate to promote and sell life insurance products through phone, virtual, and in-person interactions while building core sales skills and delivering Five Diamond service. The role focuses on learnings in underwriting fundamentals and end-to-end sales processing to support development of life insurance expertise.

The position emphasizes meeting sales goals, gathering client information, and maintaining precise CRM records as you guide clients

Qualifications

• High School Diploma or GED or GED required and
• Bachelor's Degree Business Administration or related field preferred
• 2+ years Sales experience required and
• 1+ years Insurance Experience preferred
• Life Insurance License Upon Hire required and
• Industry designations (CLU, FLMI, etc.) preferred
• Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required and
• Must complete all required AAA Life onboarding documents and training. Required

Responsibilities

• Generate life insurance sales opportunities through inbound inquiries, outbound follow up, referrals, and assigned lead sources to support a consistent sales pipeline.
• Educate and counsel prospective and existing clients on basic life insurance products and coverage options to support informed purchasing decisions.
• Gather client information and conduct foundational needs assessments to identify appropriate life insurance solutions under established guidelines.
• Execute the sales process with accuracy, including quoting, application completion, collection of requirements, and follow up through issued and paid status with appropriate support.
• Meet individual sales goals, activity expectations, and quality standards while developing efficiency and confidence in the sales role.
• Build rapport and establish positive client relationships by delivering Five Diamond service during all communications and transactions.
• Accurately document client interactions, applications, and policy activity within assigned CRM and agency management systems.
• Develop and maintain knowledge of life insurance products, underwriting basics, sales techniques, and organizational policies and procedures.

Skills

Sales experience

Life Insurance License

Bachelor's Degree

Industry designations

Education

Bachelor's Degree Business Administration or related field

Job description

Responsible for promoting and selling life insurance products to prospective and existing clients through multiple engagement channels, including phone, virtual, and in person interactions. This role focuses on developing core sales skills, learning life insurance products and underwriting fundamentals, and delivering Five Diamond service while meeting established performance expectations. Works under regular guidance while building and expanding proficiency in consultative selling, needs based recommendations, and end to end sales processing. This position will support a strong foundation and development of Life Insurance sales skills and experience.

What You Will Do

• Generate life insurance sales opportunities through inbound inquiries, outbound follow up, referrals, and assigned lead sources to support a consistent sales pipeline.
• Educate and counsel prospective and existing clients on basic life insurance products and coverage options to support informed purchasing decisions.
• Gather client information and conduct foundational needs assessments to identify appropriate life insurance solutions under established guidelines.
• Execute the sales process with accuracy, including quoting, application completion, collection of requirements, and follow up through issued and paid status with appropriate support.
• Meet individual sales goals, activity expectations, and quality standards while developing efficiency and confidence in the sales role.
• Build rapport and establish positive client relationships by delivering Five Diamond service during all communications and transactions.
• Accurately document client interactions, applications, and policy activity within assigned CRM and agency management systems.
• Develop and maintain knowledge of life insurance products, underwriting basics, sales techniques, and organizational policies and procedures.

Qualifications

What You Will Need

• High School Diploma or GED or GED required and
• Bachelor's Degree Business Administration or related field preferred
• 2+ years Sales experience required and
• 1+ years Insurance Experience preferred
• Life Insurance License Upon Hire required and
• Industry designations (CLU, FLMI, etc.) preferred
• Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required and
• Must complete all required AAA Life onboarding documents and training. Required

Why AAA Northeast

Career Growth: With ongoing world-class training and proven career paths, you'll have the opportunity to develop expertise and advance your career within AAA Northeast. Trusted Legacy: With over 120 years of service excellence, we have a long track record of protecting our members as well as our employees and their families. Future-Focused: With new business offerings and increasing digital presence, we are focused on innovating for the future to sustain our success.

What We Offer

• Award-Winning: We've been named as a Top Employer for the last 7 years
• Health Coverage: Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.
• Retirement: 6% company match on 401(k) retirement plan contribution, with contributions fully vested and made every pay period
• Paid Time off: 3 weeks' vacation, 12 holidays, 8 sick days, 48 hours of volunteer time annually
• Additional Perks: Free AAA membership, insurance discounts, travel commission refund, up to $625 in Wellness Incentives, up to $6k in tuition reimbursement, and more!
• Compensation: Competitive base pay, annual bonus opportunities, and for certain roles, additional monthly and/or quarterly incentive compensation. The posted salary range represents the full range grade for this role, with individual pay based on job-related skills, experience, shift, and geographic location.

At AAA Northeast, how we work together matters. We are a highly collaborative organization that values connection, transparency, and trust. Our "cameras on" approach during virtual meetings reflects our expectation that team members are present, engaged and actively participating, helping to build strong working relationships and a sense of shared accountability, no matter where we're located. We are also proud of our diverse culture, shaped by the talents, experiences, and perspectives of our employees. AAA Northeast is an equal opportunity employer and is committed to fair and equitable practices in recruiting, hiring, and advancement. We do not discriminate based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.