Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location.
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.
Prepare reports documenting prospecting and sales activities, maintain specified production standards and persistency levels for all required products.

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
Strong working knowledge of Life Insurance and Annuity products and services
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
Ability to build and maintain strong relationships with customers
Proficient writing skills to compose routine correspondence

Medical, dental and vision benefits
401k Match
Paid parental leave and adoption assistance
Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
Paid volunteer day annually
Tuition assistance program, professional certification reimbursement program and other professional development opportunities
AAA Membership
Discounts, perks, and rewards and much more

Life Insurance Specialist

Key skills