Life Insurance & Financial Services Advisor

ACS Auto Club Services, Inc.; Plantation (FL); On-site; USD 28,000 - 52,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Paid holidays

AAA membership

Job summary

The Auto Club Group (ACG) is seeking a Field Life Agent in Plantation, FL 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 meet production goals.

Role involves collaboration with branch partners, cross-selling opportunities, and maintaining licenses; strong sales capability and valid state licenses are essential.

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.

Skills

State Life license

CLU coursework

Sales experience

Customer service

Driver's license

Education

High School diploma

Job description

The Auto Club Group (ACG) is seeking a Field Life Agent in Plantation, FL 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 meet production goals.

Role involves collaboration with branch partners, cross-selling opportunities, and maintaining licenses; strong sales capability and valid state licenses are essential.