Field Life Insurance & Financial Services Advisor

Aaa-the-Auto-Club-Grou; Milwaukee (WI); On-site; USD 23,000 - 28,000; Full time

Benefits offered by this job

Health & Wellness

Retirement & Savings

Paid Time Off

Paid Holidays

AAA Membership

Job summary

The Auto Club Group (ACG) is seeking a Field Life Agent in Milwaukee to drive growth by selling Life, Health, Annuity, Membership, and Financial Services products. You will build leads, close sales, and collaborate with branch partners to maximize referrals and member satisfaction.

The role requires an active Life license (or ability to obtain), strong sales acumen, and willingness to work a Monday–Friday schedule with some evening/weekend events.

Qualifications

• Active Life license required or able to obtain one
• Experience selling life insurance and annuities preferred
• Strong prospecting and relationship-building skills

Responsibilities

• Solicit and sell Life & Health insurance and Annuity products within branch locations
• Develop leads via calls, mailings, referrals and events
• Prepare proposals and close sales of Life, Health, Annuity and Financial Services
• Meet or exceed established sales goals and production metrics
• Collaborate with branch team to maximize referrals and cross-sell opportunities
• Complete applications and documentation per company policies and procedures

Skills

Sales

Customer service

Relationship building

Lead development

Education

High School diploma or equivalent

Tools

CLU coursework

LUTC coursework

Job description

The Auto Club Group (ACG) is seeking a Field Life Agent in Milwaukee to drive growth by selling Life, Health, Annuity, Membership, and Financial Services products. You will build leads, close sales, and collaborate with branch partners to maximize referrals and member satisfaction.

The role requires an active Life license (or ability to obtain), strong sales acumen, and willingness to work a Monday–Friday schedule with some evening/weekend events.