Life & Financial Services Advisor

AAA-The Auto Club Group; Iowa City (IA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Sign-on bonus

Job summary

The Auto Club Group (ACG) in Iowa City seeks a Field Life Agent to drive growth by building relationships, developing leads, and selling Life, Health, Annuity, Membership, and Financial Services products. You will combine consultative sales, strong product knowledge, and exceptional customer service to uncover needs, close sales, and achieve production goals.

You’ll also collaborate with branch partners to maximize referrals, cross-sell opportunities and member satisfaction.

Qualifications

• Active valid State Life license.
• Willing to take LUTC or CLU coursework.
• Maintain Life and Health licenses.
• Must qualify, obtain, and maintain all applicable state licenses and appointments.
• Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance.
• Experience selling intangible products.

Responsibilities

• Solicit and sell Life, Health, Annuity, Membership, and Financial Services products.
• Develop leads and prospects through marketing activities.
• Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products.
• Maintain product knowledge and sales techniques.
• Respond to customer inquiries and build relationships.
• Complete applications and ensure compliance.
• Collaborate with branch to maximize referrals and cross-sell.

Skills

Life insurance sales

Customer relationship

Prospecting

Sales presentations

Education

High School diploma

Job description

The Auto Club Group (ACG) in Iowa City seeks a Field Life Agent to drive growth by building relationships, developing leads, and selling Life, Health, Annuity, Membership, and Financial Services products. You will combine consultative sales, strong product knowledge, and exceptional customer service to uncover needs, close sales, and achieve production goals.

You’ll also collaborate with branch partners to maximize referrals, cross-sell opportunities and member satisfaction.