AAA Ncnu

AAA Ncnu

Life Insurance Specialist

Capitola, CA

Sponsorship not specified$50k-$80kDetected 11 days ago
SalesLead GenerationCommunication

About the role

  • We believe everything you do outside of work adds to who you are at work.
  • Essential Functions - Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities.
  • Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate.

Responsibilities

  • Maintains high quality production and persistency standards to assure profitable growth.
  • Identifies and develops sales opportunities within the community.
  • 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.
  • Demonstrated skills in prospecting and lead generation abilities (preferred)

Requirements

  • Follows company approved sales process in the completion of required financial, activity and sales reporting.

Compensation

  • Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
  • Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
  • Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.

Benefits

  • Benefits - Medical, Dental, Vision, wellness program and more!
  • Paid Time Off -
  • Tuition Reimbursement Program
  • Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities.
  • Keeps current in industry; maintains continuing education for licensure.
  • Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance
  • 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)
  • Active State Resident Life Insurance License
  • Bachelor's degree in related area or an equivalent combination of education and experience
  • 1+ years experience in Life Insurance and/or Annuity Sales (preferred)

This listing is sourced directly from AAA Ncnu's careers page and normalized into a canonical job model.