Insurance Advisor focusing on life, disability, and long - term care insurance at a financial firm. Assist clients by building relationships and providing solutions while managing a high - volume book of business.
About the role
- Field Life Agent responsible for selling life and health insurance products while generating leads. Collaborating with team members to meet sales goals with established commission structures.
Responsibilities
- Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location.
- 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.
- Prepare reports documenting prospecting and sales activities, maintain specified production standards and persistency levels for all required products.
Requirements
- Possession of valid State Life Sales licenses
- 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
- Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products
- Strong working knowledge of Life Insurance and Annuity products and services
- Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs
- Ability to prepare proposals and conduct closing interviews to sell Life and Annuity products
- Ability to perform mathematical calculations to determine premiums and values of Life insurance and financial products
- Ability to build and maintain strong relationships with customers
- Strong organization, planning, time management and administrative skills
Benefits
- Medical, dental and vision benefits
- 401k 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Outwards Reinsurance Placement Manager supporting all outwards reinsurance placements for Hamilton Global Specialty in London. Collaborating with brokers and stakeholders for optimal contract management.
Insurance Sales Agent responsible for selling and servicing ACG branded insurance and financial products. Identifying customer needs and building relationships to ensure satisfaction and loyalty.
Insurance Sales Agent with AAA providing insurance and financial products in Raleigh, NC. Responsible for sales and customer service of AAA branded insurance and financial products.
Insurance Sales Agent position with AAA, selling insurance products and building customer relationships. Focused on preferred lead generation and maintaining client partnerships in a sales environment.
Director managing strategy projects within Humana, a healthcare company, leading initiatives to improve business performance and member health.
Mortgage Insurance Specialist managing private mortgage insurance operations for Selene Holdings in Jacksonville, Florida. Ensuring compliance with investor guidelines and maintaining data integrity in a fast - paced environment.
Quality Lead overseeing service desk quality assurance and team development in a tech support environment. Responsible for implementing standards and strategies to enhance user satisfaction and compliance.
Insurance Optimization Intern at The Auto Club Group developing dashboards for auditing projects and insurance optimization initiatives. Collaborating across business lines for meaningful insights and growth opportunities.
Licensed Insurance Agent at Schumacher Auto Group delivering tailored insurance solutions across personal and commercial lines. Hybrid opportunity requiring onsite presence for initial 90 days in Florida.