Life Insurance Field Advisor

acg; Fort Collins (CO); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

AAA membership

Tuition assistance

HSA options

Paid holidays

Job summary

The Auto Club Group in Fort Collins, CO seeks a Field Life Agent to drive growth by building relationships, developing leads, and helping members protect their futures through Life, Health, Annuity, Membership, and Financial Services products.

You will combine consultative sales, product knowledge, and exceptional service to uncover needs, close sales, and achieve production goals, collaborating with branch partners for referrals and cross-sell opportunities.

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.
• Possession of a valid State driver’s license.
• Must qualify, obtain, and maintain all applicable state licenses and appointments.
• High School diploma or equivalent.
• Minimum of 2 years' experience in selling life insurance products.

Responsibilities

• Solicit and sell Life & Health insurance and Annuity products within the branch location.
• Develop leads and prospects through marketing activities and inquiries.
• Prepare proposals and close sales of Life, Health, Annuity and Financial Services products.
• Achieve established sales goals.
• Maintain knowledge of product features and sales techniques.
• Respond to customer inquiries and problems; build sales opportunities.

Skills

Life license

CLU coursework

State license maintenance

Driver's license

Sales experience

Customer service

Education

High School diploma

Job description

The Auto Club Group in Fort Collins, CO seeks a Field Life Agent to drive growth by building relationships, developing leads, and helping members protect their futures through Life, Health, Annuity, Membership, and Financial Services products.

You will combine consultative sales, product knowledge, and exceptional service to uncover needs, close sales, and achieve production goals, collaborating with branch partners for referrals and cross-sell opportunities.