Life Insurance Specialist - Palm Harbor, FL

Life Insurance Specialist - Palm Harbor, FL

Join to apply for the Life Insurance Specialist - Palm Harbor, FL role at AAA-The Auto Club Group
.

The Auto Club Group is seeking a Field Life Agent who will be engaged in outside sales activities away from their assigned AAA branch. You will drive new business with competitive products and help retain The Auto Club Groups 14+ million members.

• Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location.
• Demonstrate thorough knowledge of various product features, marketing and sales techniques, and 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.

• UNLIMITED Income Potential
• Average Earnings $75,000 – $100,000 (base plus commissions)
• Daily and tiered commissions for the first 12 months
• Annual Base Pay $29,000 (non‑exempt, eligible for overtime)
• $2,500 Sign‑On Bonus: $1,000 paid after 30 days of employment, $1,500 paid after 90 days of employment.
• 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 program and other professional development opportunities
• AAA Membership
• Discounts, perks, and rewards and much more

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

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

• Possession of a valid State Life Sales license.
• 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.

• 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 working knowledge of Life Insurance and Annuity products and services.
• Ability to listen to and analyze customer needs and make recommendations that best fit customers’ needs and promote a positive Member experience.
• Effectively communicate complex information with prospective clients in a clear manner.
• Ability to prepare proposals and conduct closing interviews to sell Life and Annuity products.
• Assess customer insurance requirements consistent with company standards when writing policies.
• Perform mathematical calculations to determine premiums and values of Life insurance and financial products.
• Build and maintain strong relationships with customers.
• Prospect and develop new sales opportunities and meet production requirements.
• Work collaboratively with all team members to attain business goals.
• Strong communication skills with others in the Branch to keep partners and branch management informed on sales…