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Life Insurance Specialist - Remote

Company

Auto Club Group

Address , , Fl
Employment type FULL_TIME
Salary
Expires 2023-06-10
Posted at 1 year ago
Job Description
It’s a great time to join AAA The Auto Club Group!
JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD
Job Type:
Full time

Exempt/Non Exempt:

Salary
:

Position Description
Primary Duties and Responsibilities (details of the basic job functions):
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
Supervisory Responsibilities (briefly describe, if applicable, or indicate None):
None
Required Qualifications (these are the minimum requirements to qualify)
Education (include minimum education and any licensing/certifications):
  • Possession of valid State Life Sales licenses
  • Maintain Life and Health licenses required to sell products.
  • High School Diploma or equivalent
  • Possession of a valid State driver’s license
  • Ability to take and pass LUTC or CLU coursework
Experience:
  • Minimum of 2 years experience with a proven record of successfully soliciting and selling life insurance products.
  • Experience selling intangible products.
Knowledge and Skills:
  • Assessing and reflecting customer insurance requirements consistent with company standards when writing policies
  • Ability to build and maintains strong relationships with customers
  • Strong organization, planning, time management and administrative skills
  • Proficient writing skills in order to compose routine correspondence
  • Good PC skills including working knowledge of word processing, spreadsheet, presentation and email.
  • Working independently with minimal supervision
  • Safely operating a motor vehicle in order to travel to various locations to attend meetings
  • Understands and can articulate to customers the tax and legal impacts the products have on Members
  • 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
  • Effectively communicate complex information with prospective clients in a clear manner
  • Ability and willingness to work irregular hours including evenings and weekends.
  • Ability to prepare proposals, and conduct closing interviews to sell Life and Annuity products.
  • Representing Auto Club Life in a professional and positive manner
  • Strong working knowledge of Life Insurance and Annuity products and services
  • Prospecting and developing new sales opportunities and meeting production requirements
  • 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 work collaboratively with all team members to attain business goals.
  • Ability to perform mathematical calculations to determine premiums and values of Life insurance policies
Preferred Qualifications
  • Possession of a valid State Health Sales license
  • Knowledge of Microsoft Office applications including Word, Excel, PowerPoint and Outlook
  • Knowledge of ACG systems for policy sales, quoting, etc.
  • Professional designations through the American College
  • Strong knowledge of features and benefits of ACG’s comprehensive product portfolio
  • College level coursework
Work Environment
  • Frequent (up to 80% of work time) travel required with exposure to road hazards and temperature extremes.
  • Works in a temperature-controlled office environment.
Who We Are
Become a part of something bigger.
The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America.
By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance.
And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other.
We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger.
To learn more about AAA The Auto Club Group visit
www.aaa.com
Important Note:
ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level.
The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.
The Auto Club Group, and all its affiliated companies, is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.
Regular and reliable attendance is essential for the function of this job.