Life Insurance Specialist - Onalaska, WI

Average Earnings: $75,000 – $100,000 (base plus commissions). Annual Sales Incentive Trip. Sign‑On Bonus: $2,500. Payment

Terms:

$1,000 paid after 30 days of employment; $1,500 paid after 90 days.

Full time. Hourly (non‑exempt, eligible for overtime).

• Unlimited income potential.
• Unlimited leads at no cost.
• Elevated tiered commissions for the first 12 months.
• Annual base pay: $25,000 (eligible for overtime).

• Medical, dental and vision benefits.
• 401(k) 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, and other development opportunities.
• AAA Membership.
• Discounts, perks, and rewards.

• Lead generation from 14+ million members.
• Access to unlimited walk‑in traffic and referrals.
• Online lead generation.
• Annual Sales Incentive Trip.

The Auto Club Group is seeking a Field Life Agent who will habitually engage in outside sales activities away from the assigned AAA branch, driving new business with competitive products and helping retain the organization’s 14+ million members.

• Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch locations.
• Maintain thorough knowledge of product features and apply marketing and sales techniques to achieve established sales goals.
• Develop leads and prospects for new accounts through outbound/inbound calls, mailings, referrals, networking, website, seminars, etc.
• Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products.
• Complete applications, forms and follow internal processing procedures to ensure transactions comply with company policies.
• Work collaboratively with branch staff to reach business goals, maximize leads, sales opportunities and utilize cross‑sell opportunities.
• Assist Underwriting and Brokerage Departments in satisfying requirements.
• Respond to customer inquiries and problems, ensuring sound sales practices are used.
• Prepare reports documenting prospecting and sales activities, maintaining specified production standards and persistence levels.

• Temperature‑controlled office environment.
• Limited travel required for community events, with exposure to road hazards and temperature extremes.

• Hold a valid State Life Sales license.
• Can take and pass LUTC or CLU coursework.
• Maintain Life and Health licenses required to sell products.
• Hold a valid State driver’s license.
• Qualify, obtain, and maintain all applicable state licenses and appointments for selling and/or servicing Auto Club Group Membership products.

• High School diploma or equivalent.

• Minimum of 2 years’ experience with a proven record of successfully soliciting and selling life insurance products.
• Experience selling intangible products.

• Strong knowledge of Life Insurance and Annuity products.
• Ability to listen to and analyze customer needs and make appropriate recommendations.
• Effective communication of complex information in a clear manner.
• Ability to prepare proposals and conduct closing interviews.
• Assessment and reflection of customer insurance requirements consistent with company standards when writing policies.
• Mathematical calculation skills to determine premiums and values of Life insurance and financial products.
• Ability to build and maintain strong relationships with customers.
• Prospecting and developing new sales opportunities and meeting production requirements.
• Collaborative skills to achieve business goals.
• Strong communication skills with branch team and management.
• Understanding of tax and legal impacts of products on members.
• Strong organization, planning, time‑management and administrative skills.
• Professional representation of Auto Club Life.
• Safe operation of a motor vehicle for travel to meetings and community events.
• Proficient writing skills for routine correspondence.
• Independent work with minimal supervision.
• Good PC skills,…