Life Insurance & Financial Services Advisor

acg

Fort Wayne (IN)

On-site

USD 75,000 - 100,000

Full time

5 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Health insurance

Dental and vision benefits

401(k) with company match

Paid time off

HSA eligibility

Employee assistance program

Short-term disability

Job summary

Auto Club Group (ACG) in Fort Wayne is seeking 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 with strong product knowledge and exceptional customer service to uncover needs, close sales, and achieve production goals.

You will collaborate with branch partners to maximize referrals, cross-sell opportunities, and long-term member satisfaction while

Qualifications

Active valid State Life license
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.