Life Insurance Specialist

AAA; Chandler (AZ); On-site; USD 52,000 - 90,000; Full time

Benefits offered by this job

Great Pay

401k Matching

Benefits

Paid Holidays

Paid Time Off – Volunteer time

Collaborative Environment

Free AAA Classic Membership

AAA Product Discounts

Tuition Reimbursement Program

Job summary

AAA Mountain West Group in Chandler, AZ is seeking a Life Insurance Sales Agent Without Renewal to maximize market penetration among members and insureds, following our approved sales process and maintaining high-quality production. This role works under limited supervision and focuses on building strong customer relationships.

You will train frontline staff, provide leads, stay current on policy changes, and develop annual business plans with the Life Sales Manager to meet goals while ensuring

Qualifications

• High School Diploma or GED.
• Active State Resident Life Insurance License.
• 1+ years in Life Insurance/Annuity Sales.
• CLU/ChFC/LUTCF designations.
• Bachelor's degree preferred.

Responsibilities

• Maximizes life insurance market penetration with current members and insureds; identifies new sales opportunities and maintains profitability.
• Provides life sales support and training on lead development for frontline employees and Sales Agents.
• Keeps informed on policy changes; attends meetings; maintains licensure CE.
• Develops annual business plan with Life Sales Manager to meet goals and build customer relationships.

Skills

Interpersonal skills

Presentation skills

Communication skills

Relationship building

Life insurance sales

Lead generation

Bilingual (if applicable)

Education

High School Diploma or GED

Active Life Insurance License (State Residency)

Bachelor's degree (preferred)

CLU/ChFC/LUTCF designations

Valid Automobile Operator's License

Tools

Basic computer skills

Job description

Why Work For Us?

• Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
• 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
• Benefits – Medical, Dental, Vision, wellness program and more!
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
• Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
• Free AAA Classic Membership
• AAA Product Discounts
• Tuition Reimbursement Program

.

The Life Insurance Sales Agent Without Renewal is fully qualified in all aspects of the job, working under limited supervision.

ESSENTIAL FUNCTIONS

• Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities. Maintains high quality production and persistency standards to assure profitable growth. Identifies and develops sales opportunities within the community. Follows company approved sales process in the completion of required financial, activity and sales reporting.
• Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds. Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance.
• Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; maintains continuing education for licensure.
• Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships. Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.
• Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations

KNOWLEDGE AND SKILLS

• Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
• Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance Agents
• Computer skills in basic software applications, and navigating business applications specific to life insurance
• Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
• Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
• Demonstrated skills in prospecting and lead generation abilities (preferred)
• Bilingual communication skills

EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES

• High School Diploma or GED
• Valid Automobile Operator's License
• Active State Resident Life Insurance License
• Bachelor's degree in related area or an equivalent combination of education and experience (preferred)
• 1+ years experience in Life Insurance and/or Annuity Sales
• CLU, ChFC and/or LUTCF Designations

WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS

Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.

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