Life Insurance Specialist

Benefits

• Great Pay – opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
• 401(k) Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
• Medical, Dental, Vision, wellness program and more
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly; an additional 24 hours per year earmarked for volunteer activities
• Collaborative Environment – AAA values your contribution to providing exceptional service to our members
• Free AAA Classic Membership
• AAA Product Discounts
• Tuition Reimbursement Program

• Maximize life insurance market penetration with current members and property/casualty insureds and stay vigilant for new sales opportunities
• Maintain high quality production and persistency standards to assure profitable growth
• Identify and develop sales opportunities within the community
• Follow company-approved sales process in completion of required financial, activity and sales reporting
• Provide life sales support and training on lead development and identification for frontline employees, Insurance Sales Agents (P/C) and other staff who contact members/insureds
• Establish and maintain strong working relationships with front line employees, Sales Agents and the branch management team
• Notify Agents in a timely manner of results with referred lead
• Provide leads from life insureds and other calls to Sales Agents for other products/services (i.e., membership, auto/homeowners and travel insurance)
• Stay well-informed of changes and developments in policy and/or external practices
• Attend meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate
• Keep current in industry; maintain continuing education for licensure
• Develop annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships
• Review plan objectives and reassess strategies to align performance relative to annual sales goals
• Ensure compliance with NCNU and AAA Life regulations, as well as external regulations

• Strong interpersonal, presentation, and communication skills needed to interact with staff, members and insureds effectively
• Ability to cultivate relationships with peers and staff; educate staff to make referrals to Life Insurance Agents
• Computer skills in basic software applications and navigating business applications specific to life insurance
• Demonstrated skills in selling life insurance and annuities; ability to develop, track and effectively follow up on leads (preferred)
• Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
• Demonstrated skills in prospecting and lead generation abilities (preferred)
• Bilingual communication skills (preferred)

• High School Diploma or GED
• Valid Automobile Operator's License
• Active State Resident Life Insurance License
• Bachelor's degree in related area or an equivalent combination of education and experience (preferred)
• 1+ years experience in Life Insurance and/or Annuity Sales (preferred)
• CLU, ChFC and/or LUTCF Designations (preferred)

• Works in an office environment, sitting at a desk, table, or computer workstation for extended periods of time
• May travel by car, plane or other transportation to attend business meetings or conferences
• Approximately 50-80 percent of the time spent on the job involves the use of a personal computer