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Life Insurance Agent

AAA Northern California, Nevada & Utah (


  Full Time   Employee

Redwood City
United States

A career with AAA Northern California, Nevada and Utah is unique, just like you.
We’re a mission-driven Member services organization. We have a saying here at AAA that we aspire to be America’s most trusted organization absolutely famous for doing the right thing. With more than four million Members, our purpose is to bring peace of mind to Members so that they can enjoy life more.
We work hard to create an environment where you can thrive and where you use your skills and talents to help us deliver legendary Member service. You’ll help have a positive impact on the diverse communities we serve, too.

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
• 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
• 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 (preferred)

Education & Experience / Licenses & Certification

• 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
• 1+ years experience in Life Insurance and/or Annuity Sales (preferred)
• CLU, ChFC and/or LUTCF Designations (preferred)

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.


Results Orientation (Intermediate) Customer Centricity (Intermediate) Drive and Initiative(Intermediate) Interpersonal Savvy (Proficient) Negotiating (Learning)

We’ll value your skills and experience. We’re building a performance organization with heart and developing a pipeline of tomorrow’s leaders. Your work will be enhanced with training opportunities, a mentoring program and our Promote-from-within philosophy. We celebrate our diversity and leverage the power of many minds.

To apply for this job, contact:
Gina Glasco

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