Why Work For Us?
- Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
- 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
- Benefits – Medical, Dental, Vision, wellness program and more!
- Paid Holidays
- Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
- Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
- Free AAA Classic Membership
- AAA Product Discounts
- Tuition Reimbursement Program
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The Life Insurance Sales Agent Without Renewal is fully qualified in all aspects of the job, working under limited supervision.
ESSENTIAL FUNCTIONS
- 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 strong 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, i.e., membership, auto/homeowners and travel insurance.
- Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; 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, quality standards, 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
KNOWLEDGE AND SKILLS
- Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
- Ability to cultivate relationships with peers and staff; educates 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; Skills 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
EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES
- 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
- CLU, ChFC and/or LUTCF Designations
WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS
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 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.
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Skills Required
- High school diploma or GED
- Valid automobile operator’s license
- Active state resident life insurance license
- At least 1 year of experience in life insurance and/or annuity sales
- Strong interpersonal, presentation, and communication skills
- Basic computer skills and ability to navigate life insurance business applications
- Bilingual communication skills
- Bachelor’s degree in a related area or equivalent combination of education and experience
- Demonstrated life insurance and annuity sales skills
- Knowledge of sales techniques and life product illustrations, features, and benefits
- Prospecting and lead-generation skills
- CLU, ChFC, and/or LUTCF designation
What We Do
AAA. Always here for our Members, communities, and you. Welcome to AAA Northern California, Nevada & Utah. For well over a century, we’ve continued our long-standing commitment to diligently serve our Members and communities. We have achieved this, and our exemplary reputation, by delivering our wide range of services that span from the roadside assistance we’re famous for; to automobile, homeowners, life and other personal lines of insurance; as well as travel services; and discounts that allow our Members to enjoy life both on and off the road. Beyond the top services we offer, there is still so much more to AAA. We also lead the way in the advocacy for alternative fuels and vehicles, encourage our employees to take advantage of the ability to volunteer their time to deserving organizations and causes in our communities, and offer an array of community focused programs such as car seat installation, teen safe driving, approved auto repair, and AAA battery round-up. Naturally, our leadership and excellence means finding the right individuals driven to continue and support the AAA commitment to serving our Members. We’re always looking for passionate people just like you to bring your unique perspectives and ideas to strengthen our team. Joining AAA means the opportunity to be yourself while building a successful career. You’ll also be able to take comfort in knowing that you’ll be covered by some of the best and competitive benefits in the industry
