Key skills
Time ManagementSales
About this role
Role Overview
- 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.
Requirements
- 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
- 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.
- 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
- Strong organization, planning, time management and administrative skills
- Proficient writing skills to compose routine correspondence
- Good PC skills including working knowledge of word processing, spreadsheet, presentation, and email.
Benefits
- 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