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AAA-The Auto Club Group · 3 hours ago

Life Insurance Specialist - Clearwater, FL

FL - Clearwater

Full-time

Onsite

Entry, Mid Level

$75K/yr - $100K/yr

2+ years exp

AAA The Auto Club Group is seeking a Field Life Agent who will be engaged in outside sales activities to drive new business and retain members. The role involves soliciting and selling Life & Health insurance and Annuity products, developing leads, preparing proposals, and collaborating with branch team members to achieve business goals.

Insurance

Responsibilities

Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location

Thorough knowledge of various product features and marketing and sales techniques, achieve established sales goals

Develop leads and prospects for new accounts through various marketing activities (outbound/inbound 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 to ensure transactions are handled in accordance with company policies and practices

Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities

Assist Underwriting and Brokerage Departments in satisfying requirements

Respond to customer inquiries and problems and ensure sound sales practices are used

Prepare reports documenting prospecting and sales activities, maintain specified production standards and persistency levels for all required products

Qualification

Life Sales LicenseLife Insurance KnowledgeSales ExperienceCustomer Relationship ManagementMathematical CalculationsPC SkillsCommunication Skills

Required

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

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

Strong working knowledge of Life Insurance and Annuity products and services

Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers' needs and to promote a positive Member experience

Effectively communicate complex information with prospective clients in a clear manner

Ability to prepare proposals and conduct closing interviews to sell Life and Annuity products

Assessing and reflecting customer insurance requirements consistent with company standards when writing policies

Ability to perform mathematical calculations to determine premiums and values of Life insurance and financial products

Ability to build and maintain strong relationships with customers

Prospecting and developing new sales opportunities and meeting production requirements

Ability to work collaboratively with all team members to attain business goals

Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads

Understands and can articulate to customers the tax and legal impacts the products have on Members

Strong organization, planning, time management and administrative skills

Representing Auto Club Life in a professional and positive manner

Safely operating a motor vehicle to travel to various locations to attend meetings or community events

Proficient writing skills to compose routine correspondence

Working independently with minimal supervision

Good PC skills including working knowledge of word processing, spreadsheet, presentation, and email