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Life Insurance Agent

12/5/16
AAA Northern California, Nevada & Utah (http://www.aaa.com/careers)
Sales/Marketing

/yr

  Full Time   Employee


Monterey
California
United States

Life Insurance Specialist

AAA is known for providing exceptional products, service and experiences to our members. Life insurance is no exception. Our unique Life Insurance Specialist role works collaboratively with branch teams to provide a knowledgeable examination of our members life insurance needs.
Why work for us?

No Overhead Costs – W-2 structure with dedication space in a AAA NCNU branch
Training - Accelerated training program for experienced agents
Compensation - Base plus commission platform with eligibility of annual merit increase, renewals and first year production bonuses
Benefits – Medical, Dental , Vision
401k Matching – $1 for $1 company match up to 6% of pay
Annual Incentive Plan – Eligibility to participate in AAA NCNU annual bonus plan
Paid Time Off – Ten hours per month, ten holidays annually, one floating holiday and 24 hours per year earmarked for volunteer activities
Collaborative Environment – AAA will value your contribution to providing exceptional service to our members

Life Insurance Specialist Responsibilities:

Provide life sales support and training on lead development and identification for frontline team employees, Insurance Sales Agents (P&C), and other staff
Keep current in the industry by maintaining continuing education for licensure, as well as consistently staying well-informed of updates, changes and other developments in policy and/or external practices
Develop an annual business plan that includes input and involvement with your manager to ensure goals are met and responsibilities are determined, including new business life sales, quality standards, as well as building outstanding customer relationships.
Follow company-approved sales processes during the completion of any required financial, activity and sales reporting
Review plan objectives and reassess strategies in order to align performance relative to annual sales goals
Ensure compliance with and AAA Life regulations, as well as external regulations

Education & Experience/Licenses & Certification

High School Diploma or GED; a valid driver’s license; and an active State Resident Life Insurance License.
Bachelor’s Degree in a related area or an equivalent combination of education and experience and a minimum 6 months experience in Life Insurance and/or Annuity Sales.
CLU, ChFC and/or LUTCF Designations a plus.

To apply for this job, contact:
Gina Glasco

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