AAA
Insurance
LifeInsuranceSpecialist
“Life Insurance Specialist at AAA. Skills: life insurance, sales. Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities.. Maintains high quality production and persistency standards to assure profitable growth.”
What You'll Achieve.
Maximizes life insurance market penetration; Maintains high quality production and persistency standards to assure profitable growth.; meet goals; align performance relative to annual sales goals
Industry & Context.
May travel by car, plane or other form of 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.
What They're Looking For.
Must Have
High School Diploma or GED, Valid Automobile Operator's License, Active State Resident Life Insurance License
Nice to Have
Bachelor's degree in related area or an equivalent combination of education and experience, 1+ years experience in Life Insurance and/or Annuity Sales, CLU, ChFC and/or LUTCF Designations
What You'll Do.
Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities.
Maintains high quality production and persistency standards to assure profitable growth.
Identifies and develops sales opportunities within the community.
Follows company approved sales process in the completion of required financial
activity and sales reporting.
Provides life sales support and training on lead development and identification for the frontline employees
Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds.
Establishes and maintains working relationships with front line employees
Sales Agents and the branch management team.
Notifies Agents in a timely manner of result with referred lead.
Provides leads from life insureds and other calls to Sales Agents for other products/services
auto/homeowners and travel insurance.
Stays well-informed of changes and developments in policy and/or external practices.
Attends meetings to obtain information
keep lines of communication open
stay updated and offer sales ideas when appropriate.
Keeps current in maintains continuing education for licensure.
Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities
including new business life sales
as well as building outstanding customer relationships.
Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.
Ensures compliance with NCNU and AAA Life and regulations
as well as external regulations
How You'll Work.
Team & Collaboration
Establishes and maintains working relationships with front line employees, Sales Agents and the branch management team.; Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds.; Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate.; Develops annual business plan with input and involvement from the Life Sales Manager
Communication Scope
interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively; Bilingual communication skills
Process & Methodology
Develops annual business plan
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