Life Insurance & Financial Services Advisor

AAA-The Auto Club Group; Collierville (TN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Unlimited earnings potential

Base pay + commissions

Health & Wellness benefits

401(k) plan

Job summary

AAA The Auto Club Group seeks a Field Life Agent in Collierville, TN to drive growth by building relationships, developing leads, and selling Life, Health, Annuity, Membership, and Financial Services products.

You will combine consultative sales, product knowledge, and customer service to uncover needs, close sales, and meet production goals, while 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 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.

Responsibilities

• 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.

Skills

Life insurance sales

Sales and relationship building

Lead development

Cross-selling

Customer service excellence

Education

High School diploma or equivalent

Job description

AAA The Auto Club Group seeks a Field Life Agent in Collierville, TN to drive growth by building relationships, developing leads, and selling Life, Health, Annuity, Membership, and Financial Services products.

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