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AAA · 3 months ago

Life Insurance Agent

Mesa, AZ

Full-time

Onsite

Entry Level

1+ years exp

AAA Mountain West Group is dedicated to delivering exceptional service to its members. The Life Insurance Agent role involves maximizing life insurance market penetration, providing sales support, and developing strong relationships with team members and clients to achieve sales goals.

Business DevelopmentFinanceFinancial ServicesLeisureNon ProfitService IndustryTransportationTravel

Responsibilities

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

Qualification

Life Insurance SalesLead GenerationSales TechniquesBilingual CommunicationComputer SkillsProspecting SkillsInterpersonal SkillsPresentation SkillsCommunication SkillsRelationship Building

Required

High School Diploma or GED

Valid Automobile Operator's License

Active State Resident Life Insurance License

Preferred

Bachelor's degree in related area or an equivalent combination of education and experience

1+ years experience in Life Insurance and/or Annuity Sales

CLU, ChFC and/or LUTCF Designations

Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads

Strong knowledge in sales techniques, life product line illustrations, features and benefits

Demonstrated skills in prospecting and lead generation abilities

Bilingual communication skills

Benefits

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.

Free AAA Classic Membership

AAA Product Discounts

Tuition Reimbursement Program