Life Insurance Sales Associate — Entry-Level

ECIA AAA Ec Insurance Agency; Town of New Castle (NY); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Tuition assistance

Floating holidays and PTO

Paid parental leave

Wellness programs

Employee discounts

Job summary

Auto Club Enterprises seeks a Life Specialist Trainee to market life insurance to members, performing comprehensive needs assessments and presenting policy options with clear benefits and costs.

This entry-level role emphasizes building member and staff relationships, identifying cross-sell opportunities, and maintaining compliance while delivering exemplary service across in-person, phone, and email interactions.

Qualifications

• Bachelor’s degree preferred and valid Life Insurance licensing required.
• 1–3 years of insurance sales or sales experience preferred.
• Moderate proficiency in Microsoft Word and Excel.
• Advanced interpersonal and communication skills required.
• Highly competitive and persistent approach.

Responsibilities

• Market life insurance policies to members and potential clients in a high-volume setting.
• Conduct comprehensive needs assessments to understand financial goals and risk tolerance.
• Explain policy options, benefits and costs clearly and accurately.
• Assist members with forms and ensure regulatory compliance.
• Build relationships with sales partners and provide training on lead development.
• Identify cross-sell opportunities and leverage member needs.
• Deliver excellent service and timely follow-up across channels.

Skills

Interpersonal skills

Advanced communication

Persistence

Competitive mindset

Licensing knowledge

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Job description

Auto Club Enterprises seeks a Life Specialist Trainee to market life insurance to members, performing comprehensive needs assessments and presenting policy options with clear benefits and costs.

This entry-level role emphasizes building member and staff relationships, identifying cross-sell opportunities, and maintaining compliance while delivering exemplary service across in-person, phone, and email interactions.