What are the responsibilities and job description for the Life Insurance Agent position at AAA Northern California, Nevada & Utah?
At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.
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 / Skills / Abilities
Education & Experience / Licenses & Certification
Work Environment / 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.
Uncapped commission!
16 / hour non-recoverable draw on commission incentive
Salary : $16
