Promotes the sale of AAA Life Insurance products in a call-center environment
Recognizes and promotes cross-sell and up-sell opportunities in an effort to achieve specific sales production expectations
Completes appropriate applications and forms as necessary
Follows internal processing procedures to assure that transactions are handled in accordance with company policies and procedures
Provides advanced technical and product information in response to customers’ inquiries to ensure achievement of established quality/sales goals with the end result to promote the sale of all AAA Life products
Achieve established sales goals and other performance expectations as defined by management
Successfully complete appropriate training relative to all AAA Life products and services
Perform other job duties as assigned or required

High School degree or equivalent required; some college coursework preferred
Minimum 2 or more years of sales and/or customer service experience required; at least one year in the insurance and/or financial services preferred
Current license to sell life insurance
Proven track record of providing a high level of customer-focused services
Strong knowledge of MS Office and web related products
Ability to enter information on various screens using a PC Keyboard
Managing and navigating multiple sources of information and applying as needed
Work extended/irregular hours to include weekends/holidays
Strong inter-personal skills
Strong verbal and written communication skills, including the ability to explain complex issues to a range of audiences
Ability to work in a team environment

Life Sales Agent

Key skills