Life & Health Insurance Field Advisor

AAA-The Auto Club Group; Pleasant Valley Township (IA); Vor Ort; USD 75.000 - 100.000; Vollzeit

Benefits dieser Stelle

Complimentary AAA membership with road

Adoption assistance

Zusammenfassung

AAA The Auto Club Group seeks a Field Life Agent to grow member relationships by selling Life, Health, Annuity, Membership, and Financial Services products. You will combine consultative sales, deep product knowledge, and strong customer service to uncover needs and close sales.

You will collaborate with branch partners to maximize referrals and long-term member satisfaction while meeting production goals. A valid Life license and state licenses are required.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Life license

Life & Health licenses

CLU/LUTC coursework

Sales experience

Intangible products

Ausbildung

High School diploma or equivalent

Jobbeschreibung

AAA The Auto Club Group seeks a Field Life Agent to grow member relationships by selling Life, Health, Annuity, Membership, and Financial Services products. You will combine consultative sales, deep product knowledge, and strong customer service to uncover needs and close sales.

You will collaborate with branch partners to maximize referrals and long-term member satisfaction while meeting production goals. A valid Life license and state licenses are required.