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AAA-The Auto Club Group · 1 day ago

Life Insurance Specialist

Tallahassee, FL

Full-time

Onsite

Entry, Mid Level

$14/hr - $14/hr

2+ years exp

AAA-The Auto Club Group is seeking Life Insurance Specialists who will engage in outside sales activities to drive new business and retain existing members. The role involves making connections with potential clients, attending marketing events, and selling life and health insurance products.

Insurance

Hiring Manager

Manuel (Mony) Rodon, LUTCF, FSCP

Responsibilities

Making connections with persons physically outside of the office, such as visiting businesses, retail or office locations, real estate agents, mortgage companies, or other partners where a customer referral network and relationships can be created

Attending AAA sponsored marketing events to further sales efforts

Participation in local activities, such as charity, school, community, or sporting events to leverage as marketing opportunities and to generate potential prospects

Physical interaction and representing AAA within the community by wearing AAA apparel, exchanging business cards, garnering attention of prospects and generating interest in those who could do business as an AAA customer of mine today or in the future

Prospecting (excludes work from assigned office location, to include home office if applicable) for new Discounts & Rewards partners, Group Membership opportunities, Approved Auto Repair locations, or Join2Give organizations, to name a few to help develop new customers

Schedule follow-up appointments conducted in person, outside the branch or home office

Solicit and sell Life and Health products under minimal supervision

Learn various product features and marketing and sales techniques necessary to perform duties

Develop leads and prospects new accounts through various marketing activities (mailings, referrals, networking, website, sales.com, seminars, etc.)

Successfully complete commission validation program

Develop leads and prospects for the purpose of conducting fact finding interviews to determine needs for coverage

Prepare proposals, and conduct closing interviews for Life and Health Insurance sales

Complete appropriate applications and forms and follows 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 and maintains specified production standards and persistency levels for Life and Health insurance

Qualification

State Life Sales licensesLifeHealth licensesLife Insurance knowledgeSales experienceCommunication skillsMathematical calculationsMS Office proficiencyRelationship buildingOrganizational skillsIndependent work

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 policies

Ability to build and maintains 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

Proficient writing skills to compose routine correspondence

Working independently with minimal supervision

Knowledge of MS Office applications: Word, Excel, PowerPoint, and Outlook

Ability and willingness to work irregular hours including evenings and weekends

Frequent (up to 80% of work time) travel required with exposure to road hazards and temperature extremes