AAA Ncnu
Life Insurance Specialist
Capitola, CA
Sponsorship not specified$50k-$80kDetected 1 day ago
SalesLead GenerationCommunication
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15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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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)
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This listing is sourced directly from AAA Ncnu's careers page and normalized into a canonical job model.