Life Insurance & Financial Services Advisor

ACS Auto Club Services, Inc.; Ross Township (IN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

AAA membership

Tuition assistance

401(k) with match

Sign-on bonus

Job summary

The Auto Club Group is seeking a Field Life Agent to grow member protections and financial services revenue in Merrillville, IN. You will cultivate relationships, generate leads, and close Life, Health, Annuity, Membership, and Financial Services products while delivering top-tier service.

This role requires active Life licenses, strong product knowledge, and the ability to meet sales targets within a branch setting.

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.

Skills

Active Life license

LUTC/CLU coursework

Life & Health licenses

Driver's license

Education

High School diploma or equivalent

Job description

The Auto Club Group is seeking a Field Life Agent to grow member protections and financial services revenue in Merrillville, IN. You will cultivate relationships, generate leads, and close Life, Health, Annuity, Membership, and Financial Services products while delivering top-tier service.

This role requires active Life licenses, strong product knowledge, and the ability to meet sales targets within a branch setting.