Life Insurance Specialist
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Upload Your ResumeAbout This Role
This role involves engaging in outside sales activities to solicit and sell Life & Health insurance and Annuity products, primarily within AAA branch locations, to drive new business and retain existing members. The Life Insurance Specialist will also develop leads and provide comprehensive customer service.
Responsibilities
- Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch locations
- Achieve established sales goals through thorough knowledge of product features and marketing/sales techniques
- Develop leads and prospects for new accounts through various marketing activities (phone calls, mailings, referrals, networking, website, seminars, etc.)
- Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products
- Complete appropriate applications, forms, and follow internal processing procedures in accordance with company policies
- Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities, and cross-sell
- Assist Underwriting and Brokerage Departments in satisfying requirements
- Respond to customer inquiries and problems, ensuring sound sales practices are used
- Prepare reports documenting prospecting and sales activities, maintain specified production standards and persistency levels
Requirements
- Possession of valid State Life Sales licenses
- 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
- Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products
- Experience selling intangible products
Qualifications
- High School diploma or equivalent
- Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products and experience selling intangible products
Skills
* Required skills
Benefits
About AAA-The Auto Club Group
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest A...